Wr Wealth Planners, LLC Schwab Strategic Tr Us Emergin Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.69 Billion0.51% of portfolio
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Creative Planning Overland Park, KS22.1MShares$600 Million0.63% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$531 Million1.16% of portfolio
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High Tower Advisors, LLC Chicago, IL7.26MShares$197 Million0.3% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$87 Million3.96% of portfolio