Elevation Capital Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History
Elevation Capital Advisory, LLC
- $226 Billion
- Q3 2024
A detailed history of Elevation Capital Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Elevation Capital Advisory, LLC holds 14,564 shares of SCHD stock, worth $427,453. This represents 0.54% of its overall portfolio holdings.
Number of Shares
14,564Holding current value
$427,453% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$262 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio