Avantra Family Wealth, Inc. Schwab Strategic Tr Us Dividen Transaction History
Avantra Family Wealth, Inc.
- $107 Billion
- Q4 2024
A detailed history of Avantra Family Wealth, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 24,140 shares of SCHD stock, worth $686,783. This represents 0.62% of its overall portfolio holdings.
Number of Shares
24,140Holding current value
$686,783% of portfolio
0.62%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,936Shares Held
822MCall 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
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio