Primoris Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Primoris Wealth Advisors, LLC
- $125 Million
- Q2 2024
A detailed history of Primoris Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 20,193 shares of SCHF stock, worth $396,590. This represents 0.62% of its overall portfolio holdings.
Number of Shares
20,193
Previous 20,193
-0.0%
Holding current value
$396,590
Previous $787,000
1.52%
% of portfolio
0.62%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,210Shares Held
860MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$2.88 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$2.32 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO80MShares$1.57 Billion11.44% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$1.53 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.4 Billion11.16% of portfolio