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 $133,174. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,848Holding current value
$133,174% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,761Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$317 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$254 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$246 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
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Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio