Oliver Lagore Vanvalin Investment Group Schwab Strategic Tr Intl Divid Transaction History
Oliver Lagore Vanvalin Investment Group
- $370 Million
- Q4 2024
A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 75 shares of SCHY stock, worth $1,910. This represents 0.0% of its overall portfolio holdings.
Number of Shares
75
Previous 100
25.0%
Holding current value
$1,910
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHY
# of Institutions
138Shares Held
10.6MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.88MShares$47.9 Million0.25% of portfolio
-
Summit Asset Management, LLC Memphis, TN669KShares$17 Million1.72% of portfolio
-
Envestnet Asset Management Inc607KShares$15.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC496KShares$12.6 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.61 Million0.06% of portfolio