Gen Wealth Partners Inc Schwab Strategic Tr Us Broad M Transaction History
Gen Wealth Partners Inc
- $229 Billion
- Q3 2024
A detailed history of Gen Wealth Partners Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gen Wealth Partners Inc holds 329 shares of SCHB stock, worth $7,724. This represents 0.0% of its overall portfolio holdings.
Number of Shares
329
Previous 95
246.32%
Holding current value
$7,724
Previous $5.98 Million
23.67%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,215Shares Held
322MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$484 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$210 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$200 Million30.52% of portfolio
-
Bouchey Financial Group LTD8.17MShares$192 Million16.63% of portfolio
-
Hb Wealth Management, LLC6.51MShares$153 Million1.52% of portfolio