Forza Wealth Management, LLC Schwab Short Term Us Treasury Transaction History
Forza Wealth Management, LLC
- $194 Billion
- Q2 2024
A detailed history of Forza Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Forza Wealth Management, LLC holds 98,943 shares of SCHO stock, worth $4.83 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
98,943
Previous 98,943
-0.0%
Holding current value
$4.83 Million
Previous $4.77 Billion
0.17%
% of portfolio
2.46%
Previous 2.48%
Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
606Shares Held
168MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$3.68 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$519 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY9.08MShares$444 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.6MShares$371 Million0.53% of portfolio
-
Envestnet Asset Management Inc3.19MShares$156 Million0.05% of portfolio