Jfs Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Jfs Wealth Advisors, LLC
- $1.46 Billion
- Q4 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 176,311 shares of SCHE stock, worth $4.94 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
176,311
Previous 185,045
4.72%
Holding current value
$4.94 Million
Previous $5.4 Million
13.04%
% of portfolio
0.32%
Previous 0.36%
Shares
30 transactions
Others Institutions Holding SCHE
# of Institutions
827Shares 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$97.4 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.5 Million0.14% of portfolio