Fingerlakes Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Fingerlakes Wealth Management, Inc.
- $120 Million
- Q3 2024
A detailed history of Fingerlakes Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 4,477 shares of SCHM stock, worth $132,877. This represents 0.31% of its overall portfolio holdings.
Number of Shares
4,477
Previous 4,469
0.18%
Holding current value
$132,877
Previous $347,000
6.92%
% of portfolio
0.31%
Previous 0.31%
Shares
12 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio