Primoris Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Primoris Wealth Advisors, LLC
- $139 Million
- Q3 2024
A detailed history of Primoris Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 20,276 shares of SCHF stock, worth $392,340. This represents 0.6% of its overall portfolio holdings.
Number of Shares
20,276
Previous 20,193
0.41%
Holding current value
$392,340
Previous $775,000
7.48%
% of portfolio
0.6%
Previous 0.62%
Shares
3 transactions
Others Institutions Holding SCHF
# of Institutions
1,285Shares Held
834MCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO155MShares$2.99 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.6 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.57 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.38 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$980 Million6.47% of portfolio