Perissos Private Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Perissos Private Wealth Management, LLC
- $125 Billion
- Q3 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 2,508 shares of SCHV stock, worth $68,292. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,508Holding current value
$68,292% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
831Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$530 Million3.21% of portfolio
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Sei Investments CO Oaks, PA12.1MShares$330 Million1.3% of portfolio
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Mather Group, Llc. Chicago, IL10.7MShares$293 Million11.15% of portfolio
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Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio