Gen Wealth Group, Inc. Schwab Intermediate Term Us Tr Transaction History
Gen Wealth Group, Inc.
- $394 Million
- Q1 2024
A detailed history of Gen Wealth Group, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 84,680 shares of SCHR stock, worth $4.12 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
84,680
Previous 72,947
16.08%
Holding current value
$4.12 Million
Previous $3.63 Million
14.53%
% of portfolio
1.05%
Previous 1.01%
Shares
14 transactions
Others Institutions Holding SCHR
# of Institutions
382Shares Held
142MCall Options Held
3.1KPut Options Held
4.5K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA81MShares$3.95 Billion5.46% of portfolio
-
Royal Bank Of Canada Toronto, A611.6MShares$566 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.35MShares$212 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.6MShares$175 Million0.21% of portfolio
-
Goldman Sachs Group Inc New York, NY2.31MShares$113 Million0.02% of portfolio