Altium Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History
Altium Wealth Management LLC
- $1.39 Billion
- Q2 2022
Shares
7 transactions
Others Institutions Holding SCHA
# of Institutions
1,161Shares Held
169MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$590 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$328 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$280 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$195 Million0.5% of portfolio
-
Advisory Alpha, LLC4.23MShares$113 Million3.94% of portfolio