Spire Wealth Management Schwab Short Term Us Treasury Transaction History
Spire Wealth Management
- $2.83 Billion
- Q2 2024
A detailed history of Spire Wealth Management transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Spire Wealth Management holds 612 shares of SCHO stock, worth $30,018. This represents 0.0% of its overall portfolio holdings.
Number of Shares
612
Previous 1,312
53.35%
Holding current value
$30,018
Previous $63,000
53.97%
% of portfolio
0.0%
Previous 0.0%
Shares
9 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