Worth Financial Advisory Group, LLC Schwab Short Term Us Treasury Transaction History
Worth Financial Advisory Group, LLC
- $170 Billion
- Q3 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 5,839 shares of SCHO stock, worth $140,661. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,839
Previous 5,629
3.73%
Holding current value
$140,661
Previous $271 Million
5.56%
% of portfolio
0.17%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding SCHO
# of Institutions
623Shares Held
184MCall Options Held
74.3KPut Options Held
30.8K-
Bank Of America Corp Charlotte, NC78.2MShares$1.88 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.2MShares$294 Million0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY8.71MShares$210 Million0.03% of portfolio
-
Jane Street Group, LLC New York, NY8.65MShares$208 Million0.1% of portfolio
-
Sei Investments CO Oaks, PA7.75MShares$187 Million0.51% of portfolio