Guardian Financial Partners, LLC Schwab Strategic Tr Us Emergin Transaction History
Guardian Financial Partners, LLC
- $135 Million
- Q4 2024
A detailed history of Guardian Financial Partners, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 195,756 shares of SCHE stock, worth $5.49 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
195,756
Previous 188,276
3.97%
Holding current value
$5.49 Million
Previous $5.49 Million
5.12%
% of portfolio
3.86%
Previous 4.28%
Shares
12 transactions
Others Institutions Holding SCHE
# of Institutions
826Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$573 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$524 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$235 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.5 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.6 Million0.14% of portfolio