Jeppson Wealth Management, LLC Schwab Fundamental U S Large C Call Options Transaction History
Jeppson Wealth Management, LLC
- $262 Million
- Q2 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
570Shares Held
188MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.11 Billion1.68% of portfolio
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Captrust Financial Advisors Raleigh, NC4.33MShares$103 Million0.94% of portfolio
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Mc Adam, LLC2.92MShares$69.7 Million11.84% of portfolio
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Signature Estate & Investment Advisors LLC2.69MShares$64.4 Million4.53% of portfolio
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Northwest Bancshares, Inc. Warren, PA2.1MShares$50.2 Million23.99% of portfolio