Ever Source Wealth Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 19,196 shares of SCHR stock, worth $476,252. This represents 0.03% of its overall portfolio holdings.
Number of Shares
19,196
Previous 14,961
28.31%
Holding current value
$476,252
Previous $757,000
38.44%
% of portfolio
0.03%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding SCHR
# of Institutions
448Shares Held
358MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.39 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$395 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$314 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$210 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$193 Million0.2% of portfolio