Juncture Wealth Strategies, LLC Schwab Short Term Us Treasury Transaction History
Juncture Wealth Strategies, LLC
- $232 Million
- Q1 2024
A detailed history of Juncture Wealth Strategies, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 52,235 shares of SCHO stock, worth $2.51 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
52,235
Previous 53,007
1.46%
Holding current value
$2.51 Million
Previous $2.57 Million
1.95%
% of portfolio
1.08%
Previous 1.17%
Shares
26 transactions
Others Institutions Holding SCHO
# of Institutions
614Shares Held
169MCall Options Held
13.7KPut Options Held
20.1K-
Bank Of America Corp Charlotte, NC74.6MShares$3.59 Billion0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.5MShares$555 Million0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY9.26MShares$446 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.45MShares$359 Million0.54% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.15MShares$152 Million0.04% of portfolio