Exencial Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History
Exencial Wealth Advisors, LLC
- $2.72 Billion
- Q3 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 15,648 shares of SCHO stock, worth $376,960. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,648
Previous 10,146
54.23%
Holding current value
$376,960
Previous $488,000
56.97%
% of portfolio
0.03%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding SCHO
# of Institutions
623Shares Held
184MCall Options Held
74.3KPut Options Held
30.8K-
Bank Of America Corp Charlotte, NC78.2MShares$1.88 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.2MShares$294 Million0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY8.71MShares$210 Million0.04% of portfolio
-
Jane Street Group, LLC New York, NY8.65MShares$208 Million0.1% of portfolio
-
Sei Investments CO Oaks, PA7.75MShares$187 Million0.51% of portfolio