Ever Source Wealth Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 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 21,091 shares of SCHR stock, worth $1.07 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
21,091
Previous 14,840
42.12%
Holding current value
$1.07 Million
Previous $727,000
41.4%
% of portfolio
0.07%
Previous 0.06%
Shares
10 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$4.22 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$513 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$237 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$190 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$90.3 Million8.79% of portfolio