Wealthstar Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Wealthstar Advisors, LLC
- $220 Million
- Q4 2024
A detailed history of Wealthstar Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealthstar Advisors, LLC holds 15,978 shares of SCHD stock, worth $446,585. This represents 0.2% of its overall portfolio holdings.
Number of Shares
15,978Holding current value
$446,585% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,845Shares Held
469MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$750 Million13.87% of portfolio
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Wealthspire Advisors, LLC New York, NY15.1MShares$423 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$322 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$309 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio