Pasadena Private Wealth, LLC Schwab Short Term Us Treasury Transaction History
Pasadena Private Wealth, LLC
- $443 Million
- Q3 2024
A detailed history of Pasadena Private Wealth, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 33,044 shares of SCHO stock, worth $796,029. This represents 0.36% of its overall portfolio holdings.
Number of Shares
33,044
Previous 35,084
5.81%
Holding current value
$796,029
Previous $1.69 Million
4.15%
% of portfolio
0.36%
Previous 0.41%
Shares
9 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