Destination Wealth Management Schwab Fundamental U S Small C Call Options Transaction History
Destination Wealth Management
- $3.19 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FNDA
# of Institutions
430Shares Held
129MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.03 Billion1.14% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$61.2 Million4.12% of portfolio
-
Prairiewood Capital, LLC1.45MShares$44.6 Million18.49% of portfolio
-
Trilogy Capital Inc.1.3MShares$39.8 Million2.04% of portfolio
-
Waddell & Associates, LLC1.28MShares$39.4 Million9.38% of portfolio