Delap Wealth Advisory, LLC Schwab Short Term Us Treasury Transaction History
Delap Wealth Advisory, LLC
- $167 Billion
- Q4 2024
A detailed history of Delap Wealth Advisory, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 8,706 shares of SCHO stock, worth $210,162. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,706Holding current value
$210,162% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
633Shares Held
211MCall Options Held
74.3KPut Options Held
30.8K-
Bank Of America Corp Charlotte, NC78.2MShares$1.89 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.2MShares$294 Million0.16% of portfolio
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Jpmorgan Chase & CO New York, NY8.71MShares$210 Million0.03% of portfolio
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Jane Street Group, LLC New York, NY8.65MShares$209 Million0.1% of portfolio
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Sei Investments CO Oaks, PA7.75MShares$187 Million0.51% of portfolio