Avidian Wealth Solutions, LLC Schwab Strategic U.S. Reit ETF Transaction History

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 11,280 shares of SCHH stock, worth $253,123. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,280
Previous 10,145 11.19%
Holding current value
$253,123
Previous $202,000 29.21%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$19.78 - $23.53 $22,450 - $26,706
1,135 Added 11.19%
11,280 $261,000
Q2 2024

Aug 06, 2024
BUY
$18.53 - $20.2 $187,986 - $204,929
10,145 New
10,145 $202,000

Others Institutions Holding SCHH

# of Institutions
531
Shares Held
175M
Call Options Held
22.2K
Put Options Held
84.6K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
Track This Portfolio

Track Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email