Diversify Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 108,945 shares of SCHZ stock, worth $2.5 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
108,945
Previous 24,071
352.6%
Holding current value
$2.5 Million
Previous $1.13 Billion
122.55%
% of portfolio
0.24%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
81.7MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.1 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.9 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.3 Million17.53% of portfolio