Dakota Wealth Management Schwab Strategic Tr Us Emergin Transaction History
Dakota Wealth Management
- $4.24 Billion
- Q4 2024
A detailed history of Dakota Wealth Management transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Dakota Wealth Management holds 51,545 shares of SCHE stock, worth $1.43 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
51,545
Previous 53,090
2.91%
Holding current value
$1.43 Million
Previous $1.55 Million
11.43%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding SCHE
# of Institutions
826Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$567 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$519 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$232 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$96.6 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66 Million0.14% of portfolio