Valley National Advisers Inc Schwab Fundamental U S Broad M Call Options Transaction History
Valley National Advisers Inc
- $554 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FNDB
# of Institutions
140Shares Held
3.93MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA459KShares$10.7 Million2.48% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$5.1 Million0.02% of portfolio
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Sound Stewardship, LLC Overland Park, KS198KShares$4.64 Million7.83% of portfolio
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Systelligence, LLC198KShares$4.64 Million3.7% of portfolio