Tevis Investment Management Schwab Fundamental U S Broad M Put Options Transaction History
Tevis Investment Management
- $132 Million
- Q4 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding FNDB
# of Institutions
143Shares Held
8.51MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$39.6 Million10.62% of portfolio
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Callan Capital, LLC La Jolla, CA1.35MShares$32.7 Million2.31% of portfolio
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Sound Stewardship, LLC Overland Park, KS583KShares$14.1 Million8.05% of portfolio
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Opes Wealth Management LLC Menlo Park, CA519KShares$12.5 Million2.48% of portfolio
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Systelligence, LLC461KShares$11.1 Million2.83% of portfolio