Global Wealth Strategies & Associates Schwab Fundamental U S Large C Call Options Transaction History
Global Wealth Strategies & Associates
- $320 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 FNDX
# of Institutions
618Shares Held
247MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.71 Billion1.77% of portfolio
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Mc Adam, LLC9.11MShares$225 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA5.98MShares$148 Million7.37% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$115 Million1.01% of portfolio
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Glassman Wealth Services4.51MShares$111 Million18.01% of portfolio