Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Ariel Esg Transaction History
Wealth Enhancement Advisory Services, LLC
- $40.3 Billion
- Q2 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Strategic Tr Ariel Esg stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 233,875 shares of SAEF stock, worth $6.09 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
233,875
Previous 230,813
1.33%
Holding current value
$6.09 Million
Previous $5.68 Million
2.17%
% of portfolio
0.01%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding SAEF
# of Institutions
8Shares Held
274KCall Options Held
0Put Options Held
0-
Flow Traders U.S. LLC New York, NY26.8KShares$697,5920.03% of portfolio
-
Sonoma Private Wealth LLC San Francisco, CA11.3KShares$293,8440.43% of portfolio
-
Wfa Of San Diego, LLC1.91KShares$49,8330.04% of portfolio
-
Royal Bank Of Canada Toronto, A6394Shares$10,2630.0% of portfolio
-
Ubs Group Ag31Shares$8070.0% of portfolio