Cyndeo Wealth Partners, LLC Schwab Strategic Tr Us Emergin Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 37,322 shares of SCHE stock, worth $1.12 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
37,322
Previous 37,322
-0.0%
Holding current value
$1.12 Million
Previous $942,000
5.2%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding SCHE
# of Institutions
771Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.97 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$663 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$586 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$217 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$96.1 Million3.96% of portfolio