Avantra Family Wealth, Inc. Schwab Strategic Tr Us Dividen Transaction History
Avantra Family Wealth, Inc.
- $107 Billion
- Q4 2024
A detailed history of Avantra Family Wealth, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 24,140 shares of SCHD stock, worth $671,816. This represents 0.62% of its overall portfolio holdings.
Number of Shares
24,140Holding current value
$671,816% of portfolio
0.62%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,833Shares Held
460MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$421 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio