Wealth Alliance Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Wealth Alliance Advisory Group, LLC
- $439 Million
- Q4 2024
A detailed history of Wealth Alliance Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Alliance Advisory Group, LLC holds 18,919 shares of SCHD stock, worth $539,948. This represents 0.12% of its overall portfolio holdings.
Number of Shares
18,919
Previous 2,973
536.36%
Holding current value
$539,948
Previous $251,000
105.58%
% of portfolio
0.12%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio