Ever Source Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 59,897 shares of SCHD stock, worth $1.65 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
59,897
Previous 58,045
3.19%
Holding current value
$1.65 Million
Previous $4.51 Million
12.19%
% of portfolio
0.34%
Previous 0.3%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio