Iht Wealth Management, LLC Schwab Short Term Us Treasury Transaction History
Iht Wealth Management, LLC
- $2.99 Billion
- Q4 2024
A detailed history of Iht Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Iht Wealth Management, LLC holds 8,431 shares of SCHO stock, worth $204,788. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,431
Previous 4,975
69.47%
Holding current value
$204,788
Previous $243,000
16.87%
% of portfolio
0.01%
Previous 0.01%
Shares
24 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
-
Jpmorgan Chase & CO New York, NY20.8MShares$504 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.3MShares$395 Million0.52% of portfolio
-
Envestnet Asset Management Inc7.21MShares$175 Million0.06% of portfolio