Wagner Wealth Management, LLC Schwab Short Term Us Treasury Transaction History
Wagner Wealth Management, LLC
- $253 Million
- Q1 2024
A detailed history of Wagner Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 257 shares of SCHO stock, worth $12,369. This represents 0.0% of its overall portfolio holdings.
Number of Shares
257
Previous 846
69.62%
Holding current value
$12,369
Previous $40,000
70.0%
% of portfolio
0.0%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding SCHO
# of Institutions
614Shares Held
169MCall Options Held
13.7KPut Options Held
20.1K-
Bank Of America Corp Charlotte, NC74.6MShares$3.59 Billion0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.5MShares$555 Million0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY9.26MShares$446 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.45MShares$359 Million0.54% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.15MShares$152 Million0.04% of portfolio