Kiely Wealth Advisory Group, Inc. Schwab Strategic Tr Us Small C Transaction History
Kiely Wealth Advisory Group, Inc.
- $155 Billion
- Q4 2024
A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 524 shares of SCHA stock, worth $12,754. This represents 0.01% of its overall portfolio holdings.
Number of Shares
524
Previous 524
-0.0%
Holding current value
$12,754
Previous $14.5 Million
3.43%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,256Shares Held
245MCall Options Held
58.5KPut Options Held
4.8K-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$642 Million2.03% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$440 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.3MShares$349 Million0.45% of portfolio
-
Personal Capital Advisors Corp10.5MShares$256 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.1MShares$124 Million0.26% of portfolio