Plotkin Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Plotkin Financial Advisors, LLC
- $167 Billion
- Q3 2024
A detailed history of Plotkin Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 22,444 shares of SCHX stock, worth $531,025. This represents 0.91% of its overall portfolio holdings.
Number of Shares
22,444Holding current value
$531,025% of portfolio
0.91%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,349Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$661 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$606 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
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Mercer Global Advisors Inc Denver, CO13.9MShares$329 Million2.07% of portfolio
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Sei Investments CO Oaks, PA12.4MShares$292 Million1.12% of portfolio