Perigon Wealth Management, LLC Schwab Short Term Us Treasury Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 14,649 shares of SCHO stock, worth $352,894. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,649
Previous 13,509
8.44%
Holding current value
$352,894
Previous $650,000
10.31%
% of portfolio
0.02%
Previous 0.02%
Shares
28 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