Lehman & Derafelo Financial Resources LLC Schwab Strategic Tr Us Emergin Transaction History
Lehman & Derafelo Financial Resources LLC
- $337 Million
- Q4 2022
Shares
3 transactions
Others Institutions Holding SCHE
# of Institutions
780Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$571 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$517 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$210 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$103 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$76.5 Million4.21% of portfolio