Tradition Wealth Management, LLC Schwab Short Term Us Treasury Transaction History
Tradition Wealth Management, LLC
- $988 Million
- Q2 2024
A detailed history of Tradition Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 87,012 shares of SCHO stock, worth $4.27 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
87,012
Previous 235,463
63.05%
Holding current value
$4.27 Million
Previous $11.4 Million
63.11%
% of portfolio
0.42%
Previous 1.19%
Shares
15 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