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SRH Total Return Fund
STEW
STEW
17.69
USD
0.00
0%
At close
Updated
Oct 14, 4:00 PM EDT
Pre-market
After hours
17.75
+0.06
0.34%
1 day
0%
5 days
1.49%
1 month
-3.28%
3 months
-2.91%
6 months
-1.01%
Year to date
-3.65%
1 year
-0.39%
5 years
32.21%
10 years
118.13%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 101 |
101
Empirical Wealth Management
Seattle,
Washington
| – | -$113K | -10,077 | Closed |
|
| 102 |
WAP
102
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$25K | -2,212 | Closed |
|
| 103 |
RIA
103
Realta Investment Advisors
Wilmington,
Delaware
| – | -$16K | -1,400 | Closed |
|
| 104 |
TFA
104
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$15K | -1,289 | Closed |
|
| 105 |
105
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$13K | -1,150 | Closed |
|
| 106 |
JFA
106
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$6K | -500 | Closed |
|