Concurrent Investment Advisors, LLC Schwab Short Term Us Treasury Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 8,739 shares of SCHO stock, worth $211,134. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,739
Previous 8,637
1.18%
Holding current value
$211,134
Previous $416 Million
2.97%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHO
# of Institutions
621Shares Held
184MCall Options Held
74.3KPut Options Held
30.8K-
Bank Of America Corp Charlotte, NC78.2MShares$1.89 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.2MShares$295 Million0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY8.71MShares$211 Million0.04% of portfolio
-
Jane Street Group, LLC New York, NY8.65MShares$209 Million0.1% of portfolio
-
Sei Investments CO Oaks, PA7.75MShares$187 Million0.51% of portfolio