Atlas Private Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Atlas Private Wealth Management
- $227 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,015Shares Held
843MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio