Addison Advisors LLC Schwab Strategic Tr Us Broad M Transaction History
Addison Advisors LLC
- $340 Million
- Q3 2024
A detailed history of Addison Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Addison Advisors LLC holds 92 shares of SCHB stock, worth $2,171. This represents 0.0% of its overall portfolio holdings.
Number of Shares
92
Previous 92
-0.0%
Holding current value
$2,171
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,190Shares Held
231MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$486 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$211 Million19.23% of portfolio
-
Hb Wealth Management, LLC6.51MShares$154 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$143 Million0.97% of portfolio
-
Ht Partners LLC6.05MShares$143 Million46.75% of portfolio