Addison Advisors LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Addison Advisors LLC
- $340 Million
- Q3 2024
A detailed history of Addison Advisors LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Addison Advisors LLC holds 112 shares of SCHI stock, worth $2,471. This represents 0.0% of its overall portfolio holdings.
Number of Shares
112
Previous 1,571
92.87%
Holding current value
$2,471
Previous $69,000
92.75%
% of portfolio
0.0%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SCHI
# of Institutions
198Shares Held
21MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA4.16MShares$91.9 Million4.63% of portfolio
-
Envestnet Asset Management Inc3.73MShares$82.4 Million0.06% of portfolio
-
Campbell Wealth Management2.21MShares$48.9 Million9.1% of portfolio
-
Raymond James & Associates St Petersburg, FL1.12MShares$24.8 Million0.03% of portfolio
-
San Luis Wealth Advisors LLC San Luis Obispo, CA1.04MShares$23 Million4.36% of portfolio