Avantax Advisory Services, Inc. Schwab Short Term Us Treasury Transaction History
Avantax Advisory Services, Inc.
- $13.8 Billion
- Q2 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 12,403 shares of SCHO stock, worth $608,367. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,403
Previous 10,594
17.08%
Holding current value
$608,367
Previous $510,000
16.86%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding SCHO
# of Institutions
607Shares Held
168MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$3.7 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$521 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY9.08MShares$446 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.6MShares$373 Million0.53% of portfolio
-
Envestnet Asset Management Inc3.19MShares$156 Million0.05% of portfolio