Ica Group Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History
Ica Group Wealth Management, LLC
- $164 Million
- Q2 2024
A detailed history of Ica Group Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 250 shares of SCHA stock, worth $6,650. This represents 0.01% of its overall portfolio holdings.
Number of Shares
250
Previous 200
25.0%
Holding current value
$6,650
Previous $9,000
22.22%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,235Shares Held
270MCall Options Held
64.2KPut Options Held
3K-
Bank Of America Corp Charlotte, NC46.3MShares$1.23 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$674 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$366 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$280 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$168 Million0.05% of portfolio