Prevail Innovative Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Prevail Innovative Wealth Advisors, LLC
- $328 Billion
- Q3 2024
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 4,848 shares of SCHD stock, worth $134,580. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,848Holding current value
$134,580% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,833Shares Held
460MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
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Wealthspire Advisors, LLC New York, NY15.1MShares$420 Million4.17% of portfolio
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Lpl Financial LLC Fort Mill, SC11.5MShares$320 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$307 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$256 Million0.06% of portfolio