Purus Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History
Purus Wealth Management, LLC
- $242 Million
- Q4 2024
A detailed history of Purus Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Purus Wealth Management, LLC holds 8,600 shares of SCHR stock, worth $215,602. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,600
Previous 4,300
100.0%
Holding current value
$215,602
Previous $217,000
4.15%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHR
# of Institutions
462Shares Held
358MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.45 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$400 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$318 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$212 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$195 Million0.2% of portfolio