West Financial Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
West Financial Advisors, LLC
- $518 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,242Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.19 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$649 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$352 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$269 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$162 Million0.05% of portfolio