Bruce G. Allen Investments, LLC Schwab Us Aggregate Bond ETF Transaction History
Bruce G. Allen Investments, LLC
- $129 Billion
- Q3 2024
A detailed history of Bruce G. Allen Investments, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 11 shares of SCHZ stock, worth $250. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11
Previous 54
79.63%
Holding current value
$250
Previous $2.48 Million
78.91%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio