Shared Vision Wealth Group LLC Schwab Us Aggregate Bond ETF Put Options Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SCHZ
# of Institutions
629Shares Held
85.2MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$142 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$93.3 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$80.2 Million13.4% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$70.5 Million5.37% of portfolio
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Charles Schwab Trust CO2.9MShares$65.2 Million12.11% of portfolio