Ever Source Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 17,428 shares of SCHZ stock, worth $403,109. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,428
Previous 8,842
97.1%
Holding current value
$403,109
Previous $420,000
5.95%
% of portfolio
0.02%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding SCHZ
# of Institutions
684Shares Held
165MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio