Wr Wealth Planners, LLC Schwab Short Term Us Treasury Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,210 shares of SCHO stock, worth $29,209. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,210Holding current value
$29,209% of portfolio
0.02%Shares
3 transactions
Others Institutions Holding SCHO
# of Institutions
616Shares Held
169MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$1.82 Billion0.32% of portfolio
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Ameriprise Financial Inc Minneapolis, MN10.6MShares$257 Million0.14% of portfolio
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Jpmorgan Chase & CO New York, NY8.71MShares$210 Million0.04% of portfolio
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Sei Investments CO Oaks, PA7.6MShares$183 Million0.53% of portfolio
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Stifel Financial Corp St. Louis, MO2.87MShares$69.3 Million0.16% of portfolio