Wealth Preservation Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 141 shares of SCHD stock, worth $3,640. This represents 0.0% of its overall portfolio holdings.
Number of Shares
141Holding current value
$3,640% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,993Shares Held
866MCall Options Held
4.77MPut Options Held
2.36M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$853 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$833 Million0.07% of portfolio
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Wealthspire Advisors, LLC New York, NY29.6MShares$763 Million4.98% of portfolio
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Morgan Stanley New York, NY29.4MShares$758 Million0.06% of portfolio