Wingate Wealth Advisors, Inc. Schwab Short Term Us Treasury Transaction History
Wingate Wealth Advisors, Inc.
- $102 Billion
- Q4 2024
A detailed history of Wingate Wealth Advisors, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 2,670 shares of SCHO stock, worth $65,041. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,670Holding current value
$65,041% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
681Shares Held
350MCall Options Held
56.5KPut Options Held
44.6K-
Bank Of America Corp Charlotte, NC160MShares$3.9 Billion0.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.3MShares$520 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$506 Million0.04% of portfolio
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Sei Investments CO Oaks, PA16.3MShares$396 Million0.52% of portfolio
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Envestnet Asset Management Inc7.21MShares$176 Million0.06% of portfolio