Westmount Partners, LLC Schwab Strategic Tr Us Small C Transaction History
Westmount Partners, LLC
- $329 Billion
- Q4 2024
A detailed history of Westmount Partners, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Westmount Partners, LLC holds 28,503 shares of SCHA stock, worth $751,624. This represents 0.22% of its overall portfolio holdings.
Number of Shares
28,503
Previous 9,096
213.36%
Holding current value
$751,624
Previous $468 Million
57.35%
% of portfolio
0.22%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,151Shares Held
153MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$584 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$324 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$277 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$193 Million0.5% of portfolio
-
Advisory Alpha, LLC4.23MShares$112 Million3.94% of portfolio