Wealth Enhancement Advisory Services, LLC Schwab Intermediate Term Us Tr Transaction History
Wealth Enhancement Advisory Services, LLC
- $37 Billion
- Q1 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,000,844 shares of SCHR stock, worth $48.8 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,000,844
Previous 963,791
3.84%
Holding current value
$48.8 Million
Previous $47.9 Million
2.45%
% of portfolio
0.13%
Previous 0.14%
Shares
28 transactions
Others Institutions Holding SCHR
# of Institutions
382Shares Held
142MCall Options Held
3.1KPut Options Held
4.5K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA81MShares$3.95 Billion5.46% of portfolio
-
Royal Bank Of Canada Toronto, A611.6MShares$566 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.35MShares$212 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.6MShares$175 Million0.21% of portfolio
-
Goldman Sachs Group Inc New York, NY2.31MShares$113 Million0.02% of portfolio