Sunesis Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Sunesis Advisors, LLC
- $163 Million
- Q4 2024
A detailed history of Sunesis Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sunesis Advisors, LLC holds 12,698 shares of SCHE stock, worth $355,544. This represents 0.21% of its overall portfolio holdings.
Number of Shares
12,698
Previous 12,698
-0.0%
Holding current value
$355,544
Previous $370,000
8.65%
% of portfolio
0.21%
Previous 0.22%
Shares
8 transactions
Others Institutions Holding SCHE
# of Institutions
827Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$572 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$523 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$234 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.4 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.5 Million0.14% of portfolio