Envestnet Portfolio Solutions, Inc. Schwab Intermediate Term Us Tr Transaction History
Envestnet Portfolio Solutions, Inc.
- $26.1 Billion
- Q2 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 47,730 shares of SCHR stock, worth $2.41 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
47,730
Previous 35,602
34.07%
Holding current value
$2.41 Million
Previous $1.75 Million
33.28%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHR
# of Institutions
405Shares Held
142MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$4.2 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$511 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$236 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$189 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$89.9 Million8.79% of portfolio