Revolve Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Revolve Wealth Partners, LLC
- $561 Million
- Q1 2024
A detailed history of Revolve Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 7,507 shares of SCHV stock, worth $555,743. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,507
Previous 7,708
2.61%
Holding current value
$555,743
Previous $540,000
5.56%
% of portfolio
0.1%
Previous 0.11%
Shares
10 transactions
Others Institutions Holding SCHV
# of Institutions
787Shares Held
102MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.41 Billion3.26% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$824 Million10.09% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$810 Million1.25% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$339 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$303 Million10.12% of portfolio