Whipplewood Advisors, LLC Schwab Short Term Us Treasury Transaction History
Whipplewood Advisors, LLC
- $176 Billion
- Q4 2024
A detailed history of Whipplewood Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 470 shares of SCHO stock, worth $11,416. This represents 0.01% of its overall portfolio holdings.
Number of Shares
470Holding current value
$11,416% of portfolio
0.01%Shares
1 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
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Sei Investments CO Oaks, PA16.3MShares$395 Million0.52% of portfolio
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Envestnet Asset Management Inc7.21MShares$175 Million0.06% of portfolio