Connectus Wealth, LLC Schwab Charles Corp New Dp Shs Transaction History
Connectus Wealth, LLC
- $4.37 Billion
- Q1 2024
Shares
1 transactions
Others Institutions Holding SCHWPRD
# of Institutions
11Shares Held
337KCall Options Held
0Put Options Held
0-
Crossmark Global Holdings, Inc.307KShares$00.14% of portfolio
-
Mengis Capital Management, Inc.16.9KShares$00.0% of portfolio
-
Estabrook Capital Management New York, NY9.2KShares$00.03% of portfolio
-
Eagle Bay Advisors LLC New York, NY941Shares$00.0% of portfolio
-
1620 Investment Advisors, Inc. Plymouth, MA680Shares$00.0% of portfolio