Wealth Plan Investment Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q4 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 18,939 shares of SCHE stock, worth $530,292. This represents 0.05% of its overall portfolio holdings.
Number of Shares
18,939Holding current value
$530,292% of portfolio
0.05%Shares
5 transactions
Others Institutions Holding SCHE
# of Institutions
827Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$572 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$523 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$234 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.4 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.5 Million0.14% of portfolio