Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Us Small C Transaction History
Wealth Enhancement Advisory Services, LLC
- $49.5 Billion
- Q4 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 2,854,815 shares of SCHA stock, worth $67 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,854,815
Previous 1,457,979
95.81%
Holding current value
$67 Million
Previous $37.7 Million
95.81%
% of portfolio
0.15%
Previous 0.08%
Shares
32 transactions
Others Institutions Holding SCHA
# of Institutions
1,255Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.09 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$595 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$323 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$247 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$148 Million0.05% of portfolio