Atlantic Private Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History
Atlantic Private Wealth, LLC
- $122 Million
- Q2 2024
A detailed history of Atlantic Private Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 71 shares of SCHM stock, worth $5,728. This represents 0.0% of its overall portfolio holdings.
Number of Shares
71
Previous 71
-0.0%
Holding current value
$5,728
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.71 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$810 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$256 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$184 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$180 Million2.77% of portfolio