Westbourne Investment Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Westbourne Investment Advisors, Inc.
- $292 Million
- Q4 2024
A detailed history of Westbourne Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Westbourne Investment Advisors, Inc. holds 134,270 shares of SCHV stock, worth $3.69 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
134,270
Previous 38,898
245.18%
Holding current value
$3.69 Million
Previous $3.13 Million
11.96%
% of portfolio
1.2%
Previous 1.09%
Shares
29 transactions
Others Institutions Holding SCHV
# of Institutions
880Shares Held
321MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.52 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.07 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$879 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$438 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$278 Million0.66% of portfolio