Wealth Alliance Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Wealth Alliance Advisory Group, LLC
- $441 Million
- Q3 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 2,973 shares of SCHD stock, worth $82,025. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,973
Previous 2,970
0.1%
Holding current value
$82,025
Previous $230,000
9.13%
% of portfolio
0.06%
Previous 0.06%
Shares
4 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$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$235 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio