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STEW
SRH Total Return Fund
STEW
STEW
18.67
USD
+0.14
0.76%
At close
Updated
Aug 26, 4:00 PM EDT
Pre-market
After hours
1 day
0.76%
5 days
0.92%
1 month
2.36%
3 months
5.18%
6 months
3.38%
Year to date
1.69%
1 year
2.13%
5 years
34.32%
10 years
120.17%
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 |
ME
101
McIlrath & Eck
Arlington,
Washington
| – | -$60K | -5,000 | Closed |
|
| 102 |
GWM
102
Geneos Wealth Management
Englewood,
Colorado
| – | -$16K | -1,390 | Closed |
|
| 103 |
PFGIA
103
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$10K | -802 | Closed |
|
| 104 |
HFS
104
Heritage Financial Services
Westwood,
Massachusetts
| – | -$1K | -111 | Closed |
|
| 105 |
FBT
105
First Bank & Trust
Brookings,
South Dakota
| – | -$1K | -82 | Closed |
|
| 106 |
HGERS
106
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | +$379 | +31 | New |
|