Worth Financial Advisory Group, LLC Schwab Short Term Us Treasury Transaction History
Worth Financial Advisory Group, LLC
- $170 Billion
- Q3 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 5,839 shares of SCHO stock, worth $141,070. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,839
Previous 5,629
3.73%
Holding current value
$141,070
Previous $271 Million
5.56%
% of portfolio
0.17%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding SCHO
# of Institutions
612Shares Held
170MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$1.82 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$257 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY9.08MShares$219 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.6MShares$184 Million0.53% of portfolio
-
Envestnet Asset Management Inc3.19MShares$77.1 Million0.05% of portfolio