Great Valley Advisor Group, Inc. Schwab Us Aggregate Bond ETF Transaction History
Great Valley Advisor Group, Inc.
- $3.84 Billion
- Q3 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 7,839 shares of SCHZ stock, worth $178,180. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,839
Previous 11,578
32.29%
Holding current value
$178,180
Previous $527,000
29.41%
% of portfolio
0.01%
Previous 0.02%
Shares
23 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio