Atomi Financial Group, Inc. Schwab Intermediate Term Us Tr Transaction History
Atomi Financial Group, Inc.
- $1.6 Trillion
- Q3 2024
A detailed history of Atomi Financial Group, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 33,054 shares of SCHR stock, worth $805,525. This represents 0.1% of its overall portfolio holdings.
Number of Shares
33,054
Previous 29,433
12.3%
Holding current value
$805,525
Previous $1.44 Billion
16.51%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SCHR
# of Institutions
398Shares Held
147MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$2.03 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$247 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$114 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$91.1 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$43.4 Million8.79% of portfolio