Concurrent Investment Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 12,261 shares of SCHE stock, worth $348,702. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,261Holding current value
$348,702% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
830Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$581 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$532 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$238 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$98.9 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.34MShares$66.6 Million0.13% of portfolio