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
718Shares Held
317MCall Options Held
98.6KPut Options Held
70.3K-
Bank Of America Corp Charlotte, NC109MShares$2.66 Billion0.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN23.1MShares$562 Million0.14% of portfolio
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Jpmorgan Chase & CO New York, NY19.8MShares$481 Million0.03% of portfolio
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Sei Investments CO Oaks, PA17MShares$415 Million0.5% of portfolio
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Envestnet Asset Management Inc6.77MShares$165 Million0.05% of portfolio