Modus Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Modus Advisors, LLC
- $275 Million
- Q2 2024
A detailed history of Modus Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Modus Advisors, LLC holds 82,537 shares of SCHR stock, worth $4.19 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
82,537
Previous 80,208
2.9%
Holding current value
$4.19 Million
Previous $3.93 Million
2.31%
% of portfolio
1.46%
Previous 1.47%
Shares
3 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