Mezzasalma Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Mezzasalma Advisors, LLC
- $297 Million
- Q4 2024
A detailed history of Mezzasalma Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mezzasalma Advisors, LLC holds 19,289 shares of SCHD stock, worth $535,462. This represents 0.18% of its overall portfolio holdings.
Number of Shares
19,289
Previous 6,496
196.94%
Holding current value
$535,462
Previous $549,000
4.19%
% of portfolio
0.18%
Previous 0.22%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$790 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio