Number of Shares
83,298.00
Current Holdings Value*
$2.11 Mil
% of Portfolio
1.11%
Total Estimate Gain
$-120,136.88
% of Total Estimate Gain
-5.48%

Alternative Investment Advisors, LLC.'s Schwab Intermediate-Term U.S. Treasury ETF Holding Summary

As of 2024-09-30, Alternative Investment Advisors, LLC. held 83,298.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $2.11 Mil. This investment constitutes 1.11% of their stock portfolio, and Alternative Investment Advisors, LLC. now holds 0.01% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.

The initial trade took place in 2024Q2. And since then Alternative Investment Advisors, LLC. has made 2 purchases of SCHR, at an average price of $26.33, for a total of 83,298.00 shares. Based on historical transaction data and SCHR's current price of $24.89, Alternative Investment Advisors, LLC.'s estimated gain on his SCHR holdings is $-120,136.88, reflecting a -5.48% gain to date.

Alternative Investment Advisors, LLC. SCHR ($24.89) Holding Chart

Alternative Investment Advisors, LLC. SCHR ($24.89) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1