Venture Visionary Partners LLC Schwab Strategic Tr 1000 Index Transaction History
Venture Visionary Partners LLC
- $3.19 Billion
- Q4 2024
A detailed history of Venture Visionary Partners LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Venture Visionary Partners LLC holds 7,303 shares of SCHK stock, worth $199,225. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,303
Previous 3,809
91.73%
Holding current value
$199,225
Previous $210,000
1.9%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHK
# of Institutions
202Shares Held
69.9MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.3 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$190 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$120 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$71.8 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$52.9 Million5.64% of portfolio