Ullmann Wealth Partners Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Ullmann Wealth Partners Group, LLC
- $774 Million
- Q4 2024
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 12,294 shares of SCHD stock, worth $349,887. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,294
Previous 4,098
200.0%
Holding current value
$349,887
Previous $346,000
3.18%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio