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 $211,468. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,706Holding current value
$211,468% of portfolio
0.13%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$519 Million0.14% of portfolio
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Jpmorgan Chase & CO New York, NY20.8MShares$504 Million0.04% of portfolio
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Sei Investments CO Oaks, PA16.3MShares$395 Million0.52% of portfolio
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Envestnet Asset Management Inc7.21MShares$175 Million0.06% of portfolio