V Wealth Advisors LLC Schwab Intermediate Term Us Tr Transaction History
V Wealth Advisors LLC
- $123 Million
- Q3 2023
A detailed history of V Wealth Advisors LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, V Wealth Advisors LLC holds 12,280 shares of SCHR stock, worth $298,035. This represents 0.48% of its overall portfolio holdings.
Number of Shares
12,280
Previous 12,906
4.85%
Holding current value
$298,035
Previous $636,000
7.55%
% of portfolio
0.48%
Previous 0.11%
Shares
16 transactions
Others Institutions Holding SCHR
# of Institutions
399Shares Held
181MCall Options Held
1.2KPut Options Held
16.7K-
Charles Schwab Investment Management Inc San Francisco, CA108MShares$2.61 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.7MShares$259 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.19MShares$126 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$99.2 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO3.9MShares$94.6 Million0.21% of portfolio