Wfa Of San Diego, LLC Schwab Strategic Tr Ariel Esg Transaction History
Wfa Of San Diego, LLC
- $132 Million
- Q2 2025
A detailed history of Wfa Of San Diego, LLC transactions in Schwab Strategic Tr Ariel Esg stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 1,913 shares of SAEF stock, worth $49,642. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,913
Previous 1,913
-0.0%
Holding current value
$49,642
Previous $50,000
2.0%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SAEF
# of Institutions
5Shares Held
288KCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC269KShares$6.99 Million0.01% of portfolio
-
Flow Traders U.S. LLC New York, NY17.1KShares$444,4190.02% of portfolio
-
Morgan Stanley New York, NY2Shares$510.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$0100.0% of portfolio