Wr Wealth Planners, LLC Schwab Strategic Tr Us Emergin Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,121 shares of SCHE stock, worth $30,928. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,121
Previous 1,090
2.84%
Holding current value
$30,928
Previous $31,000
6.45%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHE
# of Institutions
830Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$564 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$516 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$231 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$96 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$65.5 Million0.14% of portfolio