Diversify Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History
Diversify Wealth Management, LLC
- $804 Billion
- Q2 2024
A detailed history of Diversify Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 22,453 shares of SCHR stock, worth $1.14 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
22,453Holding current value
$1.14 Million% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
404Shares Held
142MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$4.22 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$513 Million0.12% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.67MShares$237 Million0.06% of portfolio
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Stifel Financial Corp St. Louis, MO3.74MShares$190 Million0.21% of portfolio
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Bergan Kdv Wealth Management, LLC1.78MShares$90.3 Million8.79% of portfolio