Prosperity Wealth Management, Inc. Schwab Strategic Tr Long Term Transaction History
Prosperity Wealth Management, Inc.
- $243 Billion
- Q4 2024
A detailed history of Prosperity Wealth Management, Inc. transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Prosperity Wealth Management, Inc. holds 26,808 shares of SCHQ stock, worth $863,753. This represents 0.35% of its overall portfolio holdings.
Number of Shares
26,808
Previous 31,215
14.12%
Holding current value
$863,753
Previous $1.09 Billion
22.85%
% of portfolio
0.35%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding SCHQ
# of Institutions
106Shares Held
11.5MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.83MShares$91.2 Million12.56% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.22MShares$39.5 Million0.16% of portfolio
-
Envestnet Asset Management Inc831KShares$26.8 Million0.01% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA414KShares$13.3 Million2.36% of portfolio
-
Wealth Enhancement Advisory Services, LLC411KShares$13.3 Million0.03% of portfolio