Foster Victor Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Foster Victor Wealth Advisors, LLC
- $1.22 Billion
- Q4 2024
A detailed history of Foster Victor Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 12,982 shares of SCHH stock, worth $275,737. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,982
Previous 13,445
3.44%
Holding current value
$275,737
Previous $311,000
12.22%
% of portfolio
0.02%
Previous 0.02%
Shares
25 transactions
Others Institutions Holding SCHH
# of Institutions
556Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.14 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$604 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$516 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$162 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$154 Million0.55% of portfolio