Wealth Preservation Advisors, LLC Schwab Strategic Tr Intl Divid Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 158 shares of SCHY stock, worth $4,166. This represents 0.0% of its overall portfolio holdings.
Number of Shares
158Holding current value
$4,166% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHY
# of Institutions
132Shares Held
11MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.17MShares$83.7 Million0.46% of portfolio
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Summit Asset Management, LLC Memphis, TN658KShares$17.3 Million2.92% of portfolio
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High Tower Advisors, LLC Chicago, IL484KShares$12.8 Million0.02% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ481KShares$12.7 Million0.03% of portfolio
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Le Conte Wealth Management, LLC Maryville, TN413KShares$10.9 Million6.67% of portfolio