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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 |
PA
101
PFG Advisors
Phoenix,
Arizona
| – | -$167K | -12,550 | Closed |
|
| 102 |
IC
102
IEQ Capital
Foster City,
California
| – | -$136K | -10,259 | Closed |
|
| 103 |
MA
103
Montag & Associates
Atlanta,
Georgia
| – | -$106K | -8,009 | Closed |
|
| 104 |
CAS
104
Coppell Advisory Solutions
Coppell,
Texas
| – | -$15.7K | -1,200 | Closed |
|
| 105 |
EWA
105
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$1.89K | -142 | Closed |
|
| 106 |
106
Fidelity Investments
Boston,
Massachusetts
| – | -$13 | -1 | Closed |
|