Venture Visionary Partners LLC Schwab Intermediate Term Us Tr Transaction History
Venture Visionary Partners LLC
- $2.13 Billion
- Q2 2024
A detailed history of Venture Visionary Partners LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Venture Visionary Partners LLC holds 22,261 shares of SCHR stock, worth $1.12 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
22,261
Previous 22,338
0.34%
Holding current value
$1.12 Million
Previous $1.1 Million
0.91%
% of portfolio
0.05%
Previous 0.05%
Shares
16 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