Golden State Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Golden State Wealth Management, LLC
- $667 Billion
- Q4 2024
A detailed history of Golden State Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 24,500 shares of SCHE stock, worth $650,230. This represents 0.1% of its overall portfolio holdings.
Number of Shares
24,500
Previous 9,075
169.97%
Holding current value
$650,230
Previous $252,000
258803.17%
% of portfolio
0.1%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding SCHE
# of Institutions
834Shares Held
144MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$542 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$496 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$222 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$92.3 Million3.99% of portfolio
-
Envestnet Asset Management Inc2.33MShares$61.9 Million0.02% of portfolio