Imprint Wealth LLC Schwab Strategic U.S. Mid Cap Transaction History
Imprint Wealth LLC
- $412 Billion
- Q1 2024
A detailed history of Imprint Wealth LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Imprint Wealth LLC holds 11,828 shares of SCHM stock, worth $308,355. This represents 0.23% of its overall portfolio holdings.
Number of Shares
11,828Holding current value
$308,355% of portfolio
0.23%Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$745 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$263 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$195 Million2.94% of portfolio