Bok Financial Private Wealth, Inc. Schwab Us Aggregate Bond ETF Transaction History
Bok Financial Private Wealth, Inc.
- $1.37 Billion
- Q4 2024
A detailed history of Bok Financial Private Wealth, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 60 shares of SCHZ stock, worth $1,381. This represents 0.0% of its overall portfolio holdings.
Number of Shares
60
Previous 30
100.0%
Holding current value
$1,381
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$270 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$199 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio