Avidian Wealth Solutions, LLC Schwab Strategic U.S. Mid Cap Transaction History
Avidian Wealth Solutions, LLC
- $2.33 Billion
- Q2 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 20,964 shares of SCHM stock, worth $1.72 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
20,964
Previous 4,241
394.32%
Holding current value
$1.72 Million
Previous $345,000
372.75%
% of portfolio
0.07%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio