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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 |
101
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$828K | -67,451 | Closed |
|
| 102 |
102
Lido Advisors
Los Angeles,
California
| – | -$602K | -48,985 | Closed |
|
| 103 |
PFS
103
Prospera Financial Services
Dallas,
Texas
| – | -$242K | -19,726 | Closed |
|
| 104 |
MGWM
104
Marks Group Wealth Management
Minnetonka,
Minnesota
| – | -$184K | -15,000 | Closed |
|
| 105 |
ONST
105
Old North State Trust
Greensboro,
North Carolina
| – | -$79K | -6,400 | Closed |
|
| 106 |
BWA
106
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$15.7K | -1,281 | Closed |
|
| 107 |
AWM
107
Accel Wealth Management
Waverly,
Iowa
| – | -$2.67K | -218 | Closed |
|
| 108 |
NA
108
NewEdge Advisors
New Orleans,
Louisiana
| – | -$25 | -2 | Closed |
|