Atria Wealth Solutions, Inc. Schwab Strategic Tr Long Term Transaction History
Atria Wealth Solutions, Inc.
- $8.63 Billion
- Q1 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 11,742 shares of SCHQ stock, worth $388,542. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,742
Previous 10,340
13.56%
Holding current value
$388,542
Previous $362,000
9.39%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHQ
# of Institutions
88Shares Held
13MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.53MShares$83.8 Million10.74% of portfolio
-
Bank Of America Corp Charlotte, NC2.35MShares$77.8 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.66MShares$54.8 Million0.02% of portfolio
-
Sfmg, LLC642KShares$21.2 Million1.88% of portfolio
-
Northwest Capital Management Inc499KShares$16.5 Million5.51% of portfolio