Diversified Investment Strategies, LLC Schwab Intermediate Term Us Tr Call Options Transaction History
Diversified Investment Strategies, LLC
- $145 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding SCHR
# of Institutions
399Shares Held
147MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$2.04 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$248 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$114 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$91.8 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$43.7 Million8.79% of portfolio