Williams Jones Wealth Management, Llc. Schwab Strategic Tr Us Dividen Transaction History
Williams Jones Wealth Management, Llc.
- $7.73 Billion
- Q1 2024
A detailed history of Williams Jones Wealth Management, Llc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 2,610 shares of SCHD stock, worth $201,257. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,610Holding current value
$201,257% of portfolio
0.0%Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,647Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$836 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$750 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$705 Million0.06% of portfolio
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Avantax Advisory Services, Inc.7.78MShares$600 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$556 Million0.06% of portfolio