Sage Mountain Advisors LLC Schwab Strategic Tr Us Small C Transaction History
Sage Mountain Advisors LLC
- $1.16 Billion
- Q3 2024
A detailed history of Sage Mountain Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 2,194 shares of SCHA stock, worth $58,601. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,194
Previous 2,182
0.55%
Holding current value
$58,601
Previous $103,000
8.74%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHA
# of Institutions
1,165Shares Held
187MCall Options Held
55.6KPut Options Held
7.8K-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$677 Million2.22% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$591 Million0.1% of portfolio
-
Personal Capital Advisors Corp10.5MShares$281 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$196 Million0.5% of portfolio
-
Advisory Alpha, LLC4.23MShares$113 Million3.94% of portfolio