Vista Cima Wealth Management LLC Schwab Short Term Us Treasury Transaction History
Vista Cima Wealth Management LLC
- $96.2 Billion
- Q4 2024
A detailed history of Vista Cima Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Vista Cima Wealth Management LLC holds 37,062 shares of SCHO stock, worth $895,417. This represents 0.93% of its overall portfolio holdings.
Number of Shares
37,062Holding current value
$895,417% of portfolio
0.93%Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
663Shares Held
343MCall Options Held
56.5KPut Options Held
44.6K-
Bank Of America Corp Charlotte, NC160MShares$3.87 Billion0.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.3MShares$516 Million0.14% of portfolio
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Jpmorgan Chase & CO New York, NY20.8MShares$502 Million0.04% of portfolio
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Sei Investments CO Oaks, PA16.3MShares$393 Million0.52% of portfolio
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Envestnet Asset Management Inc7.21MShares$174 Million0.06% of portfolio