Foster Victor Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Foster Victor Wealth Advisors, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Foster Victor Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 52,051 shares of SCHV stock, worth $4.17 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
52,051
Previous 52,300
0.48%
Holding current value
$4.17 Million
Previous $3.97 Million
2.97%
% of portfolio
0.3%
Previous 0.36%
Shares
16 transactions
Others Institutions Holding SCHV
# of Institutions
804Shares Held
105MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$1.49 Billion3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$921 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$891 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$357 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$322 Million0.11% of portfolio