Great Valley Advisor Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Great Valley Advisor Group, Inc.
- $3.84 Billion
- Q3 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 2,544 shares of SCHV stock, worth $70,723. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,544
Previous 4,122
38.28%
Holding current value
$70,723
Previous $305,000
33.11%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
831Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$541 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$337 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$299 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$135 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$118 Million0.81% of portfolio