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STEW
SRH Total Return Fund
STEW
STEW
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
AssetMark Inc
Concord,
California
| – | -$27K | -2,556 | Closed |
|
102
JP Morgan Chase
New York
| – | -$22K | -2,100 | Closed |
|
|
MOS
103
MGO One Seven
Beachwood,
Ohio
| – | -$17K | -1,655 | Closed |
|
|
TFA
104
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$14K | -1,289 | Closed |
|
|
CA
105
Claro Advisors
Boston,
Massachusetts
| – | -$1K | -79 | Closed |
|
106
Fidelity Investments
Boston,
Massachusetts
| – | +$21 | +2 | New |
|