Avantax Advisory Services, Inc. Schwab Strategic Tr Intl Divid Transaction History
Avantax Advisory Services, Inc.
- $15.6 Billion
- Q4 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 12,874 shares of SCHY stock, worth $325,068. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,874
Previous 11,100
15.98%
Holding current value
$325,068
Previous $290,000
2.41%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding SCHY
# of Institutions
138Shares Held
10.6MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.88MShares$47.5 Million0.25% of portfolio
-
Summit Asset Management, LLC Memphis, TN669KShares$16.9 Million1.72% of portfolio
-
Envestnet Asset Management Inc607KShares$15.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC496KShares$12.5 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.53 Million0.06% of portfolio