Charles Schwab Investment Management Inc First Western Financial Inc Transaction History
Charles Schwab Investment Management Inc
- $519 Billion
- Q2 2024
A detailed history of Charles Schwab Investment Management Inc transactions in First Western Financial Inc stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 20,962 shares of MYFW stock, worth $414,418. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20,962
Previous 20,962
-0.0%
Holding current value
$414,418
Previous $305,000
16.72%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding MYFW
# of Institutions
63Shares Held
5.56MCall Options Held
0Put Options Held
0-
Banc Funds CO LLC Chicago, IL755KShares$14.9 Million2.01% of portfolio
-
Black Rock Inc. New York, NY510KShares$10.1 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA394KShares$7.79 Million0.0% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT364KShares$7.2 Million0.03% of portfolio
-
Alliancebernstein L.P. New York, NY344KShares$6.79 Million0.0% of portfolio
About First Western Financial Inc
- Ticker MYFW
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 9,492,010
- Market Cap $188M
- Description
- First Western Financial, Inc., a financial holding company, provides wealth management, private banking, personal trust, investment management, mortgage lending, and institutional asset management services. The company operates through two segments: Wealth Management and Mortgage. The Wealth Management segment provides deposit, loan, insurance, ...