Zynergy Retirement Planning Llc Schwab Short Term Us Treasury Transaction History
Zynergy Retirement Planning Llc
- $131 Billion
- Q2 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 149,866 shares of SCHO stock, worth $7.31 Million. This represents 5.52% of its overall portfolio holdings.
Number of Shares
149,866Holding current value
$7.31 Million% of portfolio
5.52%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
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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