Avidian Wealth Solutions, LLC Schwab Strategic Tr Mun Bd ETF Transaction History
Avidian Wealth Solutions, LLC
- $2.16 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding SCMB
# of Institutions
86Shares Held
6.79MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.16MShares$00.0% of portfolio
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Charles Schwab Trust CO815KShares$00.0% of portfolio
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Fort Point Capital Partners LLC San Francisco, CA796KShares$00.0% of portfolio
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Pallas Capital Advisors LLC Braintree, MA540KShares$00.0% of portfolio
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Wedmont Private Capital497KShares$00.0% of portfolio