Moneta Group Investment Advisors LLC Schwab Short Term Us Treasury Transaction History
Moneta Group Investment Advisors LLC
- $6.28 Billion
- Q2 2024
A detailed history of Moneta Group Investment Advisors LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 8,678 shares of SCHO stock, worth $425,655. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,678
Previous 9,651
10.08%
Holding current value
$425,655
Previous $465,000
10.32%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding SCHO
# of Institutions
607Shares Held
168MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$3.7 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$521 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY9.08MShares$446 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.6MShares$373 Million0.53% of portfolio
-
Envestnet Asset Management Inc3.19MShares$156 Million0.05% of portfolio