Vista Private Wealth Partners. LLC Schwab Strategic Tr Us Large C Transaction History
Vista Private Wealth Partners. LLC
- $223 Million
- Q1 2024
A detailed history of Vista Private Wealth Partners. LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 215,616 shares of SCHV stock, worth $16.1 Million. This represents 7.36% of its overall portfolio holdings.
Number of Shares
215,616Holding current value
$16.1 Million% of portfolio
7.36%Shares
25 transactions
Others Institutions Holding SCHV
# of Institutions
785Shares Held
102MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.42 Billion3.26% of portfolio
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Sei Investments CO Oaks, PA10.9MShares$820 Million1.25% of portfolio
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Mather Group, Llc. Chicago, IL10.5MShares$786 Million12.01% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$343 Million0.8% of portfolio
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Avantax Planning Partners, Inc.4.1MShares$307 Million10.12% of portfolio