Kiely Wealth Advisory Group, Inc. Schwab Strategic Tr Us Small C Transaction History
Kiely Wealth Advisory Group, Inc.
- $155 Billion
- Q4 2024
A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 524 shares of SCHA stock, worth $12,439. This represents 0.01% of its overall portfolio holdings.
Number of Shares
524
Previous 524
-0.0%
Holding current value
$12,439
Previous $14.5 Million
3.43%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,251Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.1 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$601 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$327 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$250 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$150 Million0.05% of portfolio