Navis Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Navis Wealth Advisors, LLC
- $90.8 Million
- Q3 2024
A detailed history of Navis Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 2,888 shares of SCHG stock, worth $83,578. This represents 0.33% of its overall portfolio holdings.
Number of Shares
2,888Holding current value
$83,578% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$326 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$317 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$283 Million13.14% of portfolio
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Sei Investments CO Oaks, PA9.56MShares$277 Million1.33% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$141 Million5.48% of portfolio