Pathway Financial Advisors LLC Schwab Short Term Us Treasury Transaction History
Pathway Financial Advisors LLC
- $379 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding SCHO
# of Institutions
609Shares Held
170MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$1.83 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$258 Million0.14% of portfolio
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Jpmorgan Chase & CO New York, NY9.08MShares$221 Million0.04% of portfolio
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Sei Investments CO Oaks, PA7.6MShares$185 Million0.53% of portfolio
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Envestnet Asset Management Inc3.19MShares$77.5 Million0.05% of portfolio