Wealthspire Advisors, LLC Schwab Short Term Us Treasury Transaction History
Wealthspire Advisors, LLC
- $7.49 Billion
- Q1 2024
A detailed history of Wealthspire Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 31,501 shares of SCHO stock, worth $1.52 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
31,501
Previous 31,501
-0.0%
Holding current value
$1.52 Million
Previous $1.53 Million
0.52%
% of portfolio
0.02%
Previous 0.02%
Shares
5 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