Aspire Wealth Management Corp Schwab Strategic Tr Us Emergin Transaction History
Aspire Wealth Management Corp
- $166 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
236MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.87 Billion0.51% of portfolio
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Creative Planning Overland Park, KS21.2MShares$614 Million0.62% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$567 Million1.16% of portfolio
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High Tower Advisors, LLC Chicago, IL7.26MShares$210 Million0.3% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$92.9 Million3.96% of portfolio