Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
SCHW, SCHW-PD | SCHWAB CHARLES CORP | MD Head of Advisor Services | $9.46M | -$6.11M | -39.2% | Jun 12, 2024 |
Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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