Firethorn Wealth Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
Firethorn Wealth Partners, LLC
- $193 Million
- Q4 2024
A detailed history of Firethorn Wealth Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Firethorn Wealth Partners, LLC holds 109,477 shares of SCHZ stock, worth $2.52 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
109,477
Previous 57,142
91.59%
Holding current value
$2.52 Million
Previous $2.72 Million
8.47%
% of portfolio
1.29%
Previous 1.44%
Shares
16 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