Westover Capital Advisors, LLC Schwab Short Term Us Treasury Transaction History
Westover Capital Advisors, LLC
- $445 Million
- Q4 2024
A detailed history of Westover Capital Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 410,052 shares of SCHO stock, worth $9.98 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
410,052
Previous 358,660
14.33%
Holding current value
$9.98 Million
Previous $17.6 Million
43.84%
% of portfolio
2.22%
Previous 3.42%
Shares
2 transactions
Others Institutions Holding SCHO
# of Institutions
679Shares Held
350MCall Options Held
56.5KPut Options Held
44.6K-
Bank Of America Corp Charlotte, NC160MShares$3.9 Billion0.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.3MShares$519 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$505 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.3MShares$396 Million0.52% of portfolio
-
Envestnet Asset Management Inc7.21MShares$175 Million0.06% of portfolio