Wfa Of San Diego, LLC Schwab Strategic Tr Ariel Esg Transaction History
Wfa Of San Diego, LLC
- $116 Million
- Q3 2024
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 $51,727. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,913
Previous 1,913
-0.0%
Holding current value
$51,727
Previous $45,000
11.11%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SAEF
# of Institutions
7Shares Held
284KCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC268KShares$7.25 Million0.02% of portfolio
-
Sonoma Private Wealth LLC San Francisco, CA11.1KShares$298,7920.46% of portfolio
-
Royal Bank Of Canada Toronto, A62.99KShares$80,7680.0% of portfolio
-
Ubs Group Ag31Shares$8380.0% of portfolio
-
Morgan Stanley New York, NY1Shares$270.0% of portfolio