Axxcess Wealth Management, LLC Schwab Short Term Us Treasury Transaction History
Axxcess Wealth Management, LLC
- $3.61 Billion
- Q2 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 8,955 shares of SCHO stock, worth $439,242. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,955
Previous 9,339
4.11%
Holding current value
$439,242
Previous $450,000
4.22%
% of portfolio
0.01%
Previous 0.01%
Shares
4 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