Klingman & Associates, LLC Schwab Strategic Tr Us Emergin Transaction History
Klingman & Associates, LLC
- $1.62 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding SCHE
# of Institutions
827Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$556 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$508 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$228 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$94.6 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$64.6 Million0.14% of portfolio