Ivc Wealth Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History
Ivc Wealth Advisors LLC
- $177 Million
- Q4 2024
A detailed history of Ivc Wealth Advisors LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 18,674 shares of SCHH stock, worth $397,382. This represents 0.22% of its overall portfolio holdings.
Number of Shares
18,674
Previous 13,430
39.05%
Holding current value
$397,382
Previous $311,000
26.37%
% of portfolio
0.22%
Previous 0.17%
Shares
10 transactions
Others Institutions Holding SCHH
# of Institutions
556Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.15 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$605 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$517 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$163 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$154 Million0.55% of portfolio