Appleton Partners Inc Schwab Strategic Tr Us Emergin Call Options Transaction History
Appleton Partners Inc
- $1.36 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHE
# of Institutions
770Shares Held
239MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.82 Billion0.51% of portfolio
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Creative Planning Overland Park, KS21.2MShares$604 Million0.62% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$557 Million1.16% of portfolio
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High Tower Advisors, LLC Chicago, IL7.26MShares$207 Million0.3% of portfolio
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Us Bancorp \De\3.81MShares$108 Million0.14% of portfolio