First Purpose Wealth LLC Schwab Short Term Us Treasury Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, First Purpose Wealth LLC holds 11,671 shares of SCHO stock, worth $283,722. This represents 0.2% of its overall portfolio holdings.
Number of Shares
11,671
Previous 13,488
13.47%
Holding current value
$283,722
Previous $653,000
13.94%
% of portfolio
0.2%
Previous 0.25%
Shares
10 transactions
Others Institutions Holding SCHO
# of Institutions
702Shares Held
314MCall Options Held
104KPut Options Held
38.4K-
Bank Of America Corp Charlotte, NC108MShares$2.63 Billion0.22% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.8MShares$531 Million0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY21.5MShares$522 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.5MShares$402 Million0.54% of portfolio
-
Envestnet Asset Management Inc8.05MShares$196 Million0.06% of portfolio