Aegis Wealth Management LLC Schwab Short Term Us Treasury Transaction History
Aegis Wealth Management LLC
- $148 Billion
- Q4 2024
A detailed history of Aegis Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Aegis Wealth Management LLC holds 25,598 shares of SCHO stock, worth $620,751. This represents 0.42% of its overall portfolio holdings.
Number of Shares
25,598Holding current value
$620,751% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
665Shares Held
344MCall Options Held
56.5KPut Options Held
44.6K-
Bank Of America Corp Charlotte, NC160MShares$3.89 Billion0.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.3MShares$518 Million0.14% of portfolio
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Jpmorgan Chase & CO New York, NY20.8MShares$503 Million0.04% of portfolio
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Sei Investments CO Oaks, PA16.3MShares$394 Million0.52% of portfolio
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Envestnet Asset Management Inc7.21MShares$175 Million0.06% of portfolio