Guardian Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Guardian Wealth Advisors, LLC
- $1.18 Billion
- Q4 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 1,044 shares of SCHV stock, worth $28,814. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,044
Previous 348
200.0%
Holding current value
$28,814
Previous $27,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
880Shares Held
321MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.53 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.07 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$882 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$440 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$279 Million0.66% of portfolio