Serenus Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Serenus Wealth Advisors, LLC
- $575 Billion
- Q4 2024
A detailed history of Serenus Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 8,883 shares of SCHD stock, worth $244,815. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,883Holding current value
$244,815% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,873Shares Held
561MCall Options Held
3.32MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Northwestern Mutual Wealth Management CO18.2MShares$502 Million0.42% of portfolio