Wealth Preservation Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 16,886 shares of SCHV stock, worth $435,489. This represents 0.32% of its overall portfolio holdings.
Number of Shares
16,886Holding current value
$435,489% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
921Shares Held
333MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.37 Billion3.04% of portfolio
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Sei Investments CO Oaks, PA40.6MShares$1.05 Billion1.44% of portfolio
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Mather Group, Llc. Chicago, IL33MShares$851 Million10.21% of portfolio
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Envestnet Asset Management Inc16.5MShares$425 Million0.15% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$298 Million0.73% of portfolio