Resurgent Financial Advisors LLC Schwab Short Term Us Treasury Transaction History
Resurgent Financial Advisors LLC
- $163 Million
- Q2 2024
A detailed history of Resurgent Financial Advisors LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 7,219 shares of SCHO stock, worth $354,091. This represents 0.21% of its overall portfolio holdings.
Number of Shares
7,219
Previous 14,776
51.14%
Holding current value
$354,091
Previous $712,000
51.26%
% of portfolio
0.21%
Previous 0.37%
Shares
11 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