Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Wealth Enhancement Advisory Services, LLC
- $46.2 Billion
- Q4 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 201,703 shares of SCHI stock, worth $4.46 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
201,703
Previous 201,703
-0.0%
Holding current value
$4.46 Million
Previous $9.31 Million
52.19%
% of portfolio
0.01%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding SCHI
# of Institutions
205Shares Held
22.2MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA4.16MShares$92.1 Million4.63% of portfolio
-
Envestnet Asset Management Inc3.73MShares$82.5 Million0.06% of portfolio
-
Campbell Wealth Management2.21MShares$48.9 Million9.1% of portfolio
-
Raymond James & Associates St Petersburg, FL1.12MShares$24.8 Million0.03% of portfolio
-
San Luis Wealth Advisors LLC San Luis Obispo, CA1.04MShares$23.1 Million4.36% of portfolio