Charles Schwab Investment Management Inc Silvercrest Asset Management Group Inc. Transaction History
Charles Schwab Investment Management Inc
- $515 Billion
- Q3 2024
A detailed history of Charles Schwab Investment Management Inc transactions in Silvercrest Asset Management Group Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 24,961 shares of SAMG stock, worth $460,780. This represents 0.0% of its overall portfolio holdings.
Number of Shares
24,961
Previous 24,977
0.06%
Holding current value
$460,780
Previous $389,000
10.54%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding SAMG
# of Institutions
81Shares Held
6.33MCall Options Held
500Put Options Held
0-
Long Path Partners LP Stamford, CT941KShares$17.4 Million6.95% of portfolio
-
Black Rock Inc. New York, NY708KShares$13.1 Million0.0% of portfolio
-
Royce & Associates LP586KShares$10.8 Million0.1% of portfolio
-
Vanguard Group Inc Valley Forge, PA518KShares$9.56 Million0.0% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN454KShares$8.37 Million0.47% of portfolio
About Silvercrest Asset Management Group Inc.
- Ticker SAMG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 9,911,460
- Market Cap $183M
- Description
- Silvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company serves ultra-high net worth individuals and families, as well as their trusts; endowments; foundations; and other institutional investors. It also manages funds of funds and other inv...