Kolinsky Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Kolinsky Wealth Management, LLC
- $162 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
853Shares Held
149MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS20.1MShares$614 Million0.52% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$555 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL9.86MShares$301 Million0.38% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$110 Million4.22% of portfolio
-
Us Bancorp \De\3.45MShares$105 Million0.13% of portfolio