Goldstone Financial Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Goldstone Financial Group, LLC
- $638 Billion
- Q4 2024
A detailed history of Goldstone Financial Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 23,463 shares of SCHE stock, worth $654,617. This represents 0.1% of its overall portfolio holdings.
Number of Shares
23,463
Previous 9,148
156.48%
Holding current value
$654,617
Previous $267 Million
134.06%
% of portfolio
0.1%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding SCHE
# of Institutions
821Shares Held
142MCall Options Held
24.8KPut Options Held
200-
Creative Planning Overland Park, KS20.4MShares$570 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$522 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$233 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.3 Million0.14% of portfolio