Marshall & Sterling Wealth Advisors Inc. Schwab Short Term Us Treasury Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 6,010 shares of SCHO stock, worth $145,201. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,010Holding current value
$145,201% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
663Shares Held
343MCall Options Held
56.5KPut Options Held
44.6K-
Bank Of America Corp Charlotte, NC160MShares$3.87 Billion0.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.3MShares$516 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$502 Million0.04% of portfolio
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Sei Investments CO Oaks, PA16.3MShares$393 Million0.52% of portfolio
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Envestnet Asset Management Inc7.21MShares$174 Million0.06% of portfolio