Ipsen Advisor Group LLC Schwab Strategic Tr Us Large C Transaction History
Ipsen Advisor Group LLC
- $86.8 Billion
- Q4 2022
A detailed history of Ipsen Advisor Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 4,557 shares of SCHG stock, worth $130,284. This represents 0.29% of its overall portfolio holdings.
Number of Shares
4,557Holding current value
$130,284% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,389Shares Held
1.95BCall Options Held
167KPut Options Held
96.6K-
Koshinski Asset Management, Inc.1.56BShares$44.7 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.12 Billion14.24% of portfolio
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Raymond James Financial Inc St. Petersburg, FL14.5MShares$414 Million0.15% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$322 Million2.41% of portfolio
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Envestnet Asset Management Inc10.9MShares$313 Million0.38% of portfolio