Prevail Innovative Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Prevail Innovative Wealth Advisors, LLC
- $328 Billion
- Q3 2024
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 4,848 shares of SCHD stock, worth $133,610. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,848Holding current value
$133,610% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio
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Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
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Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
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Commonwealth Equity Services, LLC13.1MShares$362 Million0.52% of portfolio