Wiser Advisor Group LLC Schwab Fundamental U S Small C Put Options Transaction History
Wiser Advisor Group LLC
- $63.6 Billion
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding FNDA
# of Institutions
414Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$2.87 Billion1.03% of portfolio
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Waddell & Associates, LLC1.25MShares$36.8 Million9.12% of portfolio
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Clarius Group, LLC Seattle, WA1.04MShares$30.5 Million4.41% of portfolio
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Steele Capital Management, Inc. Dubuque, IA976KShares$28.7 Million3.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN894KShares$26.2 Million0.01% of portfolio