Prevail Innovative Wealth Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Prevail Innovative Wealth Advisors, LLC
- $283 Billion
- Q2 2024
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 49,016 shares of SCHR stock, worth $2.49 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
49,016
Previous 24,567
99.52%
Holding current value
$2.49 Million
Previous $1.21 Billion
98.38%
% of portfolio
0.85%
Previous 0.45%
Shares
2 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