Atria Wealth Solutions, Inc. Schwab Us Aggregate Bond ETF Transaction History
Atria Wealth Solutions, Inc.
- $8.63 Billion
- Q1 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 140,470 shares of SCHZ stock, worth $6.43 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
140,470
Previous 154,000
8.79%
Holding current value
$6.43 Million
Previous $7.18 Million
10.0%
% of portfolio
0.07%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding SCHZ
# of Institutions
603Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$205 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$165 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio