Stratos Wealth Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Stratos Wealth Advisors, LLC
- $1.98 Billion
- Q2 2024
A detailed history of Stratos Wealth Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 248,787 shares of SCHR stock, worth $12.6 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
248,787
Previous 70,025
255.28%
Holding current value
$12.6 Million
Previous $3.43 Million
253.32%
% of portfolio
0.61%
Previous 0.21%
Shares
9 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