Avidian Wealth Solutions, LLC Schwab Strategic Tr Intl Divid Transaction History
Avidian Wealth Solutions, LLC
- $2.16 Billion
- Q4 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 35,438 shares of SCHY stock, worth $844,487. This represents 0.04% of its overall portfolio holdings.
Number of Shares
35,438
Previous 32,916
7.66%
Holding current value
$844,487
Previous $861,000
4.88%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding SCHY
# of Institutions
127Shares Held
9.75MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$47.2 Million0.2% of portfolio
-
Summit Asset Management, LLC Memphis, TN841KShares$20 Million2.54% of portfolio
-
Souders Financial Advisors525KShares$12.5 Million2.01% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$8.99 Million0.06% of portfolio
-
Envestnet Asset Management Inc328KShares$7.81 Million0.0% of portfolio