Ipsen Advisor Group LLC Schwab Strategic Tr Us Large C Transaction History
Ipsen Advisor Group LLC
- $86.8 Billion
- Q4 2022
A detailed history of Ipsen Advisor Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 4,557 shares of SCHG stock, worth $121,808. This represents 0.29% of its overall portfolio holdings.
Number of Shares
4,557Holding current value
$121,808% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,278Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$284 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$267 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$261 Million13.14% of portfolio
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Sei Investments CO Oaks, PA9.1MShares$243 Million1.33% of portfolio
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Avantax Planning Partners, Inc.4.49MShares$120 Million14.61% of portfolio