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 $3.86 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
144,518
Previous 73,594
96.37%
Holding current value
$3.86 Million
Previous $3.79 Million
1.4%
% of portfolio
1.4%
Previous 1.47%
Shares
17 transactions
Others Institutions Holding SCHA
# of Institutions
1,168Shares Held
190MCall Options Held
55.6KPut Options Held
7.8K-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$676 Million2.22% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$591 Million0.1% of portfolio
-
Personal Capital Advisors Corp10.5MShares$281 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$195 Million0.5% of portfolio
-
Advisory Alpha, LLC4.23MShares$113 Million3.94% of portfolio