Venturi Wealth Management, LLC Schwab Short Term Us Treasury Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Venturi Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 1,380 shares of SCHO stock, worth $33,230. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,380Holding current value
$33,230% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
623Shares Held
184MCall Options Held
74.3KPut Options Held
30.8K-
Bank Of America Corp Charlotte, NC78.2MShares$1.88 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 Million0.04% of portfolio
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Jane Street Group, LLC New York, NY8.65MShares$208 Million0.1% of portfolio
-
Sei Investments CO Oaks, PA7.75MShares$187 Million0.51% of portfolio