Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Ariel Esg 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 Ariel Esg stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 267,728 shares of SAEF stock, worth $6.85 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
267,728
Previous 268,036 0.11%
Holding current value
$6.85 Million
Previous $7.11 Million 1.5%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$25.92 - $29.4 $7,983 - $9,055
-308 Reduced 0.11%
267,728 $7.22 Million
Q3 2024

Oct 23, 2024
BUY
$23.4 - $26.61 $799,367 - $909,024
34,161 Added 14.61%
268,036 $7.11 Million
Q2 2024

Jul 16, 2024
BUY
$22.34 - $24.34 $68,405 - $74,529
3,062 Added 1.33%
233,875 $5.55 Million
Q1 2024

Apr 15, 2024
BUY
$22.07 - $24.59 $409,155 - $455,874
18,539 Added 8.73%
230,813 $5.68 Million
Q4 2023

Jan 30, 2024
BUY
$18.5 - $23.53 $1.19 Million - $1.51 Million
64,142 Added 43.3%
212,274 $4.95 Million
Q3 2023

Nov 13, 2023
BUY
$20.12 - $23.05 $1.22 Million - $1.4 Million
60,785 Added 69.59%
148,132 $3.02 Million
Q2 2023

Jul 21, 2023
BUY
$20.15 - $22.27 $971,592 - $1.07 Million
48,218 Added 123.23%
87,347 $1.95 Million
Q1 2023

Apr 25, 2023
BUY
$20.0 - $23.17 $281,820 - $326,488
14,091 Added 56.28%
39,129 $831,000
Q4 2022

Feb 01, 2023
BUY
$18.23 - $21.26 $43,350 - $50,556
2,378 Added 10.49%
25,038 $498,000
Q3 2022

Oct 17, 2022
BUY
$17.99 - $22.07 $132,046 - $161,993
7,340 Added 47.91%
22,660 $419,000
Q2 2022

Jul 18, 2022
BUY
$18.59 - $22.9 $284,798 - $350,828
15,320 New
15,320 $299,000

Others Institutions Holding SAEF

# of Institutions
6
Shares Held
281K
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR ARIEL ESG

SAEF Quotes by TradingView
  • Ticker SAEF
  • Sector ETFs
  • Industry ETFs
More about SAEF
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