Act Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Act Wealth Management, LLC
- $214 Million
- Q4 2024
A detailed history of Act Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Act Wealth Management, LLC holds 17,227 shares of SCHE stock, worth $480,633. This represents 0.21% of its overall portfolio holdings.
Number of Shares
17,227
Previous 17,823
3.34%
Holding current value
$480,633
Previous $520,000
11.92%
% of portfolio
0.21%
Previous 0.23%
Shares
13 transactions
Others Institutions Holding SCHE
# of Institutions
821Shares Held
142MCall Options Held
24.8KPut Options Held
200-
Creative Planning Overland Park, KS20.4MShares$570 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$522 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$233 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.3 Million0.14% of portfolio