Ever Source Wealth Advisors, LLC Schwab Strategic Tr Long Term Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,772 shares of SCHQ stock, worth $125,041. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,772
Previous 3,772
-0.0%
Holding current value
$125,041
Previous $131,000
9.92%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHQ
# of Institutions
106Shares Held
11.5MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.83MShares$93.9 Million12.56% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.22MShares$40.6 Million0.16% of portfolio
-
Envestnet Asset Management Inc831KShares$27.6 Million0.01% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA414KShares$13.7 Million2.36% of portfolio
-
Wealth Enhancement Advisory Services, LLC411KShares$13.6 Million0.03% of portfolio