Atomi Financial Group, Inc. Schwab Us Aggregate Bond ETF Transaction History
Atomi Financial Group, Inc.
- $1.98 Trillion
- Q4 2024
A detailed history of Atomi Financial Group, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 10,293 shares of SCHZ stock, worth $235,503. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,293Holding current value
$235,503% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
638Shares Held
110MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$95 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$81.7 Million13.4% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.7 Million5.37% of portfolio