Polaris Wealth Advisory Group, LLC Schwab Short Term Us Treasury Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
Shares
3 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
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Jpmorgan Chase & CO New York, NY8.71MShares$210 Million0.03% of portfolio
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Jane Street Group, LLC New York, NY8.65MShares$208 Million0.1% of portfolio
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Sei Investments CO Oaks, PA7.75MShares$187 Million0.51% of portfolio