West Wealth Group, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
West Wealth Group, LLC
- $332 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding SCHJ
# of Institutions
115Shares Held
6.95MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC439KShares$10.8 Million1.54% of portfolio
-
Envestnet Asset Management Inc401KShares$9.86 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL342KShares$8.43 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC340KShares$8.36 Million0.0% of portfolio
-
Tap Consulting, LLC334KShares$8.22 Million1.74% of portfolio