Triton Wealth Management, Pllc Schwab Strategic Tr Us Dividen Transaction History
Triton Wealth Management, Pllc
- $151 Million
- Q1 2024
A detailed history of Triton Wealth Management, Pllc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Triton Wealth Management, Pllc holds 30,884 shares of SCHD stock, worth $2.39 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
30,884
Previous 31,486
1.91%
Holding current value
$2.39 Million
Previous $2.4 Million
3.88%
% of portfolio
1.65%
Previous 1.54%
Shares
16 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$840 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$753 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$708 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$602 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$558 Million0.06% of portfolio