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 $3.84 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
144,518
Previous 73,594
96.37%
Holding current value
$3.84 Million
Previous $3.79 Million
1.4%
% of portfolio
1.4%
Previous 1.47%
Shares
17 transactions
Others Institutions Holding SCHA
# of Institutions
1,235Shares Held
270MCall Options Held
64.2KPut Options Held
3K-
Bank Of America Corp Charlotte, NC46.3MShares$1.23 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$674 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$366 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$280 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$168 Million0.05% of portfolio