Williams Jones Wealth Management, Llc. Schwab Strategic Tr Us Large C Call Options Transaction History
Williams Jones Wealth Management, Llc.
- $8.37 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$657 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$603 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$485 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$328 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$291 Million1.12% of portfolio