Avidian Wealth Solutions, LLC Schwab Strategic U.S. Mid Cap Transaction History
Avidian Wealth Solutions, LLC
- $2.16 Billion
- Q4 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 62,909 shares of SCHM stock, worth $1.76 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
62,909
Previous 20,968
200.02%
Holding current value
$1.76 Million
Previous $1.74 Million
0.06%
% of portfolio
0.08%
Previous 0.08%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$799 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio