Kingsview Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History
Kingsview Wealth Management, LLC
- $4.71 Billion
- Q4 2024
A detailed history of Kingsview Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 99,993 shares of SCHR stock, worth $2.46 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
99,993
Previous 141,563
29.37%
Holding current value
$2.46 Million
Previous $7.16 Million
66.1%
% of portfolio
0.05%
Previous 0.16%
Shares
33 transactions
Others Institutions Holding SCHR
# of Institutions
445Shares Held
356MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.35 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$393 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$312 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$209 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$192 Million0.2% of portfolio