Wmg Financial Advisors, LLC Schwab Short Term Us Treasury Transaction History

Wmg Financial Advisors, LLC

  • $206 Million
  • Q3 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 5,200 shares of SCHO stock, worth $125,372. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,200
Previous 5,194 0.12%
Holding current value
$125,372
Previous $249,000 2.01%
% of portfolio
0.12%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$47.93 - $49.06 $287 - $294
6 Added 0.12%
5,200 $254,000
Q2 2024

Jul 30, 2024
BUY
$47.75 - $48.13 $18,288 - $18,433
383 Added 7.96%
5,194 $249,000
Q1 2024

May 07, 2024
BUY
$48.05 - $48.63 $231,168 - $233,958
4,811 New
4,811 $231,000

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Wmg Financial Advisors, LLC Portfolio

Follow Wmg Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email