Wagner Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History
Wagner Wealth Management, LLC
- $256 Million
- Q2 2024
A detailed history of Wagner Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 23 shares of SCHR stock, worth $1,161. This represents 0.0% of its overall portfolio holdings.
Number of Shares
23
Previous 21
9.52%
Holding current value
$1,161
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 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