Mn Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Mn Wealth Advisors, LLC
- $172 Billion
- Q2 2024
A detailed history of Mn Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Mn Wealth Advisors, LLC holds 51,511 shares of SCHZ stock, worth $2.41 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
51,511
Previous 50,865
1.27%
Holding current value
$2.41 Million
Previous $2.34 Billion
0.35%
% of portfolio
1.36%
Previous 1.45%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.58 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$264 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$159 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$126 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$121 Million16.7% of portfolio