Acute Investment Advisory, LLC Schwab Strategic U.S. Mid Cap Transaction History
Acute Investment Advisory, LLC
- $148 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
899Shares Held
96.1MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.68 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$807 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$294 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.07MShares$165 Million0.4% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$159 Million2.99% of portfolio