Ipsen Advisor Group LLC Schwab Strategic Tr Us Large C Transaction History
Ipsen Advisor Group LLC
- $117 Billion
- Q4 2024
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 15,121 shares of SCHG stock, worth $395,716. This represents 0.36% of its overall portfolio holdings.
Number of Shares
15,121
Previous 4,557
231.82%
Holding current value
$395,716
Previous $253 Million
66.43%
% of portfolio
0.36%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,473Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$40.9 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.11 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.04 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.03 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$999 Million1.41% of portfolio