Elios Financial Group Inc. Schwab Us Aggregate Bond ETF Transaction History
Elios Financial Group Inc.
- $212 Billion
- Q4 2024
A detailed history of Elios Financial Group Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Elios Financial Group Inc. holds 88,827 shares of SCHZ stock, worth $2.03 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
88,827
Previous 43,803
102.79%
Holding current value
$2.03 Million
Previous $2.08 Billion
3.13%
% of portfolio
0.95%
Previous 0.96%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
678Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$197 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$143 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio