Sonoma Private Wealth LLC Schwab Strategic Tr Ariel Esg Transaction History
Sonoma Private Wealth LLC
- $61.6 Billion
- Q2 2024
A detailed history of Sonoma Private Wealth LLC transactions in Schwab Strategic Tr Ariel Esg stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 11,280 shares of SAEF stock, worth $293,844. This represents 0.43% of its overall portfolio holdings.
Number of Shares
11,280
Previous 16,700
32.46%
Holding current value
$293,844
Previous $411 Million
34.79%
% of portfolio
0.43%
Previous 0.66%
Shares
7 transactions
Others Institutions Holding SAEF
# of Institutions
8Shares Held
274KCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC234KShares$6.09 Million0.01% of portfolio
-
Flow Traders U.S. LLC New York, NY26.8KShares$697,5920.03% of portfolio
-
Wfa Of San Diego, LLC1.91KShares$49,8330.04% of portfolio
-
Royal Bank Of Canada Toronto, A6394Shares$10,2630.0% of portfolio
-
Ubs Group Ag31Shares$8070.0% of portfolio