Integrated Wealth Concepts LLC Schwab Strategic Tr Us Emergin Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 62,196 shares of SCHE stock, worth $1.74 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
62,196
Previous 35,548
74.96%
Holding current value
$1.74 Million
Previous $1.04 Million
59.69%
% of portfolio
0.02%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding SCHE
# of Institutions
829Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$572 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$523 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$234 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.3 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.4 Million0.14% of portfolio