Atria Wealth Solutions, Inc. Schwab Strategic Tr 1000 Index Transaction History
Atria Wealth Solutions, Inc.
- $8.63 Billion
- Q1 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 12,241 shares of SCHK stock, worth $653,179. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,241
Previous 12,234
0.06%
Holding current value
$653,179
Previous $563,000
10.12%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding SCHK
# of Institutions
158Shares Held
34.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.4MShares$1.3 Billion2.79% of portfolio
-
Legacy Wealth Management, Inc3.68MShares$197 Million13.76% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$100 Million22.84% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.25MShares$66.5 Million5.85% of portfolio
-
Waddell & Associates, LLC950KShares$50.7 Million6.56% of portfolio