Vista Cima Wealth Management LLC Schwab Short Term Us Treasury Transaction History
Vista Cima Wealth Management LLC
- $96.2 Billion
- Q4 2024
A detailed history of Vista Cima Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Vista Cima Wealth Management LLC holds 37,062 shares of SCHO stock, worth $899,124. This represents 0.93% of its overall portfolio holdings.
Number of Shares
37,062Holding current value
$899,124% of portfolio
0.93%Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
665Shares Held
345MCall 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$518 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