Milestone Wealth, LLC Schwab Strategic Tr Us Emergin Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Milestone Wealth, LLC holds 188 shares of SCHE stock, worth $5,245. This represents 0.01% of its overall portfolio holdings.
Number of Shares
188
Previous 188
-0.0%
Holding current value
$5,245
Previous $5,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
817Shares Held
143MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS20.4MShares$570 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$522 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$233 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.3 Million0.14% of portfolio