Moneta Group Investment Advisors LLC Schwab Strategic Tr Us Emergin Transaction History
Moneta Group Investment Advisors LLC
- $9.24 Billion
- Q3 2024
A detailed history of Moneta Group Investment Advisors LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 1,527,541 shares of SCHE stock, worth $41.4 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
1,527,541
Previous 1,376,057
11.01%
Holding current value
$41.4 Million
Previous $36.5 Million
21.96%
% of portfolio
0.48%
Previous 0.58%
Shares
33 transactions
Others Institutions Holding SCHE
# of Institutions
780Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$576 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$521 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$212 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$103 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$77.1 Million4.21% of portfolio