Sowell Financial Services LLC Schwab Fundamental U S Small C Call Options Transaction History
Sowell Financial Services LLC
- $2.1 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FNDA
# of Institutions
428Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$2.96 Billion1.14% of portfolio
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Waddell & Associates, LLC1.28MShares$38.5 Million9.38% of portfolio
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Clarius Group, LLC Seattle, WA1.04MShares$31.1 Million4.41% of portfolio
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Steele Capital Management, Inc. Dubuque, IA1MShares$30 Million3.12% of portfolio
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Ubs Group Ag921KShares$27.6 Million0.01% of portfolio