Golden State Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Golden State Wealth Management, LLC
- $667 Billion
- Q4 2024
A detailed history of Golden State Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 24,500 shares of SCHE stock, worth $667,380. This represents 0.1% of its overall portfolio holdings.
Number of Shares
24,500
Previous 9,075
169.97%
Holding current value
$667,380
Previous $252,000
258803.17%
% of portfolio
0.1%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding SCHE
# of Institutions
793Shares Held
139MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$578 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$523 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$213 Million0.33% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$77.5 Million4.21% of portfolio
-
Envestnet Asset Management Inc2.43MShares$66.3 Million0.02% of portfolio