Worth Financial Advisory Group, LLC Schwab Short Term Us Treasury Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 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 5,629 shares of SCHO stock, worth $274,582. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,629Holding current value
$274,582% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
607Shares Held
168MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$3.68 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$519 Million0.14% of portfolio
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Jpmorgan Chase & CO New York, NY9.08MShares$443 Million0.04% of portfolio
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Sei Investments CO Oaks, PA7.6MShares$371 Million0.53% of portfolio
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Envestnet Asset Management Inc3.19MShares$156 Million0.05% of portfolio