Sightline Wealth Advisors, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Sightline Wealth Advisors, LLC
- $185 Million
- Q4 2024
A detailed history of Sightline Wealth Advisors, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 85,190 shares of SCHJ stock, worth $2.09 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
85,190Holding current value
$2.09 Million% of portfolio
1.12%Shares
1 transactions
Others Institutions Holding SCHJ
# of Institutions
115Shares Held
6.89MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC439KShares$10.8 Million1.54% of portfolio
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Envestnet Asset Management Inc401KShares$9.83 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL342KShares$8.4 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC340KShares$8.33 Million0.0% of portfolio
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Tap Consulting, LLC334KShares$8.19 Million1.74% of portfolio