Aegis Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History
Aegis Wealth Management LLC
- $148 Billion
- Q4 2024
A detailed history of Aegis Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Aegis Wealth Management LLC holds 20,085 shares of SCHE stock, worth $561,777. This represents 0.36% of its overall portfolio holdings.
Number of Shares
20,085Holding current value
$561,777% of portfolio
0.36%Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
829Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$572 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$523 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$234 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.3 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.4 Million0.14% of portfolio