Prevail Innovative Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Prevail Innovative Wealth Advisors, LLC
- $345 Billion
- Q4 2024
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 19,745 shares of SCHX stock, worth $468,943. This represents 0.13% of its overall portfolio holdings.
Number of Shares
19,745Holding current value
$468,943% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,465Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.9 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.96 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$835 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$763 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$623 Million8.63% of portfolio