Juncture Wealth Strategies, LLC Schwab Strategic Tr Us Small C Transaction History
Juncture Wealth Strategies, LLC
- $267 Million
- Q4 2024
A detailed history of Juncture Wealth Strategies, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 144,518 shares of SCHA stock, worth $3.46 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
144,518
Previous 73,594
96.37%
Holding current value
$3.46 Million
Previous $3.79 Million
1.4%
% of portfolio
1.4%
Previous 1.47%
Shares
17 transactions
Others Institutions Holding SCHA
# of Institutions
1,251Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.11 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$606 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$329 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$252 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$151 Million0.05% of portfolio