Cyndeo Wealth Partners, LLC Schwab Strategic Tr Us Emergin Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 31,756 shares of SCHE stock, worth $892,661. This represents 0.06% of its overall portfolio holdings.
Number of Shares
31,756
Previous 31,756
-0.0%
Holding current value
$892,661
Previous $926,000
8.75%
% of portfolio
0.06%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding SCHE
# of Institutions
831Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$574 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$526 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$235 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.8 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.34MShares$65.9 Million0.13% of portfolio