Williams Jones Wealth Management, Llc. Schwab Strategic U.S. Reit ETF Transaction History
Williams Jones Wealth Management, Llc.
- $8.37 Billion
- Q3 2024
A detailed history of Williams Jones Wealth Management, Llc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 17,706 shares of SCHH stock, worth $379,793. This represents 0.0% of its overall portfolio holdings.
Number of Shares
17,706Holding current value
$379,793% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
530Shares Held
176MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.14 Billion2.52% of portfolio
-
Us Bancorp \De\28.4MShares$610 Million0.79% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$551 Million0.59% of portfolio
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Northwestern Mutual Wealth Management CO7.55MShares$162 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$150 Million0.58% of portfolio