Wfa Of San Diego, LLC Schwab Strategic Tr Ariel Esg Transaction History
Wfa Of San Diego, LLC
- $94.5 Million
- Q3 2023
A detailed history of Wfa Of San Diego, LLC transactions in Schwab Strategic Tr Ariel Esg stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 1,913 shares of SAEF stock, worth $47,825. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,913
Previous 1,913
-0.0%
Holding current value
$47,825
Previous $42,000
9.52%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SAEF
# of Institutions
6Shares Held
267KCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC234KShares$5.85 Million0.01% of portfolio
-
Sonoma Private Wealth LLC San Francisco, CA16.7KShares$417,5000.66% of portfolio
-
Flow Traders U.S. LLC New York, NY14.2KShares$354,3000.02% of portfolio
-
Royal Bank Of Canada Toronto, A6394Shares$9,8500.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$00.0% of portfolio