Avantax Planning Partners, Inc. Schwab Us Aggregate Bond ETF Call Options Transaction History
Avantax Planning Partners, Inc.
- $2.76 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHZ
# of Institutions
649Shares Held
125MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
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Goldman Sachs Group Inc New York, NY4.03MShares$92 Million0.01% of portfolio
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Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio