Synergy Asset Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Synergy Asset Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Synergy Asset Management, LLC holds 728 shares of SCHE stock, worth $20,216. This represents 0.0% of its overall portfolio holdings.
Number of Shares
728Holding current value
$20,216% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
826Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$567 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$519 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$232 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$96.6 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66 Million0.14% of portfolio