Wmg Financial Advisors, LLC Schwab Short Term Us Treasury Transaction History
Wmg Financial Advisors, LLC
- $215 Million
- Q4 2024
A detailed history of Wmg Financial Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 10,619 shares of SCHO stock, worth $258,891. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,619
Previous 5,200
104.21%
Holding current value
$258,891
Previous $254,000
0.39%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding SCHO
# of Institutions
680Shares Held
352MCall Options Held
56.5KPut Options Held
44.6K-
Bank Of America Corp Charlotte, NC160MShares$3.91 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
-
Sei Investments CO Oaks, PA16.3MShares$397 Million0.52% of portfolio
-
Envestnet Asset Management Inc7.65MShares$186 Million0.06% of portfolio