Perissos Private Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Perissos Private Wealth Management, LLC
- $110 Billion
- Q1 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 10,204 shares of SCHD stock, worth $793,463. This represents 0.75% of its overall portfolio holdings.
Number of Shares
10,204Holding current value
$793,463% of portfolio
0.75%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,639Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$843 Million0.48% of portfolio
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Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$756 Million1.08% of portfolio
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Morgan Stanley New York, NY9.15MShares$711 Million0.06% of portfolio
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Avantax Advisory Services, Inc.7.78MShares$605 Million5.64% of portfolio
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Bank Of America Corp Charlotte, NC7.2MShares$560 Million0.06% of portfolio