Foster Victor Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Foster Victor Wealth Advisors, LLC
- $1.22 Billion
- Q4 2024
A detailed history of Foster Victor Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 15,056 shares of SCHE stock, worth $405,307. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,056
Previous 15,001
0.37%
Holding current value
$405,307
Previous $437,000
8.47%
% of portfolio
0.03%
Previous 0.03%
Shares
24 transactions
Others Institutions Holding SCHE
# of Institutions
782Shares Held
142MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$571 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$517 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$210 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$103 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$76.5 Million4.21% of portfolio