Avidian Wealth Solutions, LLC Schwab Intermediate Term Us Tr Transaction History
Avidian Wealth Solutions, LLC
- $2.13 Billion
- Q3 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 1,015,744 shares of SCHR stock, worth $24.6 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
1,015,744
Previous 994,959
2.09%
Holding current value
$24.6 Million
Previous $48.5 Million
5.92%
% of portfolio
2.41%
Previous 2.08%
Shares
21 transactions
Others Institutions Holding SCHR
# of Institutions
399Shares Held
181MCall Options Held
1.2KPut Options Held
16.7K-
Charles Schwab Investment Management Inc San Francisco, CA108MShares$2.61 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.7MShares$259 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.19MShares$126 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$98.9 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO3.9MShares$94.4 Million0.21% of portfolio