Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Long Term Transaction History
Wealth Enhancement Advisory Services, LLC
- $44.5 Billion
- Q3 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 411,495 shares of SCHQ stock, worth $13.6 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
411,495
Previous 154,416
166.48%
Holding current value
$13.6 Million
Previous $5.07 Million
184.21%
% of portfolio
0.03%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHQ
# of Institutions
99Shares Held
13.9MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.56MShares$84.6 Million11.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$78.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.27MShares$42 Million0.01% of portfolio
-
Mirae Asset Global Investments Co., Ltd.989KShares$32.7 Million0.15% of portfolio
-
Sfmg, LLC636KShares$21 Million1.83% of portfolio