Waterfront Wealth Inc. Schwab Strategic Tr Us Emergin Transaction History
Waterfront Wealth Inc.
- $400 Million
- Q3 2024
A detailed history of Waterfront Wealth Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Waterfront Wealth Inc. holds 8,265 shares of SCHE stock, worth $222,328. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,265
Previous 8,265
-0.0%
Holding current value
$222,328
Previous $219,000
10.05%
% of portfolio
0.06%
Previous 0.06%
Shares
14 transactions
Others Institutions Holding SCHE
# of Institutions
780Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$571 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$517 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$210 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$103 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$76.5 Million4.21% of portfolio