Aevitas Wealth Management, Inc. Schwab Us Aggregate Bond ETF Transaction History
Aevitas Wealth Management, Inc.
- $169 Million
- Q4 2022
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
714Shares Held
169MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.45MShares$175 Million0.04% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
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Avantax Planning Partners, Inc.6.99MShares$165 Million5.22% of portfolio
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Charles Schwab Trust CO5.59MShares$132 Million9.94% of portfolio