J.W. Cole Advisors, Inc. Schwab Strategic Tr Us Emergin Transaction History
J.W. Cole Advisors, Inc.
- $2.42 Billion
- Q4 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 10,073 shares of SCHE stock, worth $278,115. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,073
Previous 8,366
20.4%
Holding current value
$278,115
Previous $244,000
9.84%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHE
# of Institutions
838Shares Held
144MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$564 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$516 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$231 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$96 Million3.99% of portfolio
-
Envestnet Asset Management Inc2.33MShares$64.4 Million0.02% of portfolio