Atlantic Edge Private Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History
Atlantic Edge Private Wealth Management, LLC
- $291 Billion
- Q1 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 6 shares of SCHK stock, worth $317. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6
Previous 6
-0.0%
Holding current value
$317
Previous $293,000
10.24%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
162Shares Held
34.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.4MShares$1.29 Billion2.79% of portfolio
-
Legacy Wealth Management, Inc3.65MShares$193 Million13.81% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$99.2 Million22.84% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$67.1 Million5.9% of portfolio
-
Waddell & Associates, LLC950KShares$50.2 Million6.56% of portfolio