Ledge Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History
Ledge Wealth Management, Inc.
- $257 Million
- Q4 2023
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,277Shares Held
257MCall Options Held
61.6KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$936 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$532 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA15.5MShares$433 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$294 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.48MShares$153 Million0.28% of portfolio