Advyzon Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Advyzon Investment Management, LLC
- $259 Billion
- Q4 2024
A detailed history of Advyzon Investment Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 25,186 shares of SCHD stock, worth $716,793. This represents 0.27% of its overall portfolio holdings.
Number of Shares
25,186Holding current value
$716,793% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio