Sunesis Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Sunesis Advisors, LLC
- $163 Million
- Q4 2024
A detailed history of Sunesis Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sunesis Advisors, LLC holds 12,698 shares of SCHE stock, worth $343,861. This represents 0.21% of its overall portfolio holdings.
Number of Shares
12,698
Previous 12,698
-0.0%
Holding current value
$343,861
Previous $370,000
8.65%
% of portfolio
0.21%
Previous 0.22%
Shares
8 transactions
Others Institutions Holding SCHE
# of Institutions
783Shares Held
142MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$575 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$520 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$211 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$103 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$77 Million4.21% of portfolio