Midland Wealth Advisors LLC Schwab Fundamental U S Large C Call Options Transaction History
Midland Wealth Advisors LLC
- $1.71 Trillion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding FNDX
# of Institutions
610Shares Held
240MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.21 Billion1.82% of portfolio
-
Mc Adam, LLC9.11MShares$224 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$147 Million7.37% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$114 Million1.01% of portfolio
-
Glassman Wealth Services4.51MShares$111 Million18.01% of portfolio