Perissos Private Wealth Management, LLC Schwab Short Term Us Treasury Transaction History
Perissos Private Wealth Management, LLC
- $110 Billion
- Q1 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 8,971 shares of SCHO stock, worth $431,505. This represents 0.39% of its overall portfolio holdings.
Number of Shares
8,971Holding current value
$431,505% of portfolio
0.39%Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
612Shares Held
168MCall Options Held
13.7KPut Options Held
20.1K-
Bank Of America Corp Charlotte, NC74.6MShares$3.59 Billion0.34% of portfolio
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Ameriprise Financial Inc Minneapolis, MN11.5MShares$554 Million0.16% of portfolio
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Jpmorgan Chase & CO New York, NY9.26MShares$445 Million0.04% of portfolio
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Sei Investments CO Oaks, PA7.45MShares$359 Million0.54% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA3.15MShares$152 Million0.04% of portfolio