Atlas Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Atlas Wealth Partners, LLC
- $65.6 Million
- Q3 2024
A detailed history of Atlas Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Atlas Wealth Partners, LLC holds 7,669 shares of SCHV stock, worth $199,240. This represents 0.94% of its overall portfolio holdings.
Number of Shares
7,669Holding current value
$199,240% of portfolio
0.94%Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$506 Million3.21% of portfolio
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Sei Investments CO Oaks, PA12.1MShares$315 Million1.3% of portfolio
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Mather Group, Llc. Chicago, IL10.7MShares$279 Million11.15% of portfolio
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Envestnet Asset Management Inc4.85MShares$126 Million0.13% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$110 Million0.81% of portfolio