Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Us Small C Transaction History
Wealth Enhancement Advisory Services, LLC
- $44.5 Billion
- Q3 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,406,613 shares of SCHA stock, worth $39.2 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,406,613
Previous 1,403,917
0.19%
Holding current value
$39.2 Million
Previous $66.6 Million
8.74%
% of portfolio
0.16%
Previous 0.17%
Shares
30 transactions
Others Institutions Holding SCHA
# of Institutions
1,144Shares Held
146MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$617 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$343 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$293 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$204 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$83.4 Million0.34% of portfolio