Morris Financial Concepts, Inc. Schwab Intermediate Term Us Tr Transaction History
Morris Financial Concepts, Inc.
- $206 Million
- Q2 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 29 shares of SCHR stock, worth $1,464. This represents 0.0% of its overall portfolio holdings.
Number of Shares
29
Previous 29
-0.0%
Holding current value
$1,464
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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$4.2 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$511 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$236 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$189 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$89.9 Million8.79% of portfolio