Vise Technologies, Inc. Schwab Strategic Tr 1000 Index Transaction History
Vise Technologies, Inc.
- $771 Million
- Q3 2024
A detailed history of Vise Technologies, Inc. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Vise Technologies, Inc. holds 8,634 shares of SCHK stock, worth $251,767. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,634
Previous 7,254
19.02%
Holding current value
$251,767
Previous $379,000
25.86%
% of portfolio
0.06%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$834 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$105 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$61.2 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$37 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$28.1 Million6.53% of portfolio