Wr Wealth Planners, LLC Schwab Us Aggregate Bond ETF Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 26 shares of SCHZ stock, worth $602. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26
Previous 26
-0.0%
Holding current value
$602
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
82.5MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$147 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$96.2 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$72.6 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$67.2 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$66 Million17.53% of portfolio