Juncture Wealth Strategies, LLC Schwab Us Aggregate Bond ETF Transaction History
Juncture Wealth Strategies, LLC
- $267 Million
- Q4 2024
A detailed history of Juncture Wealth Strategies, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 35,342 shares of SCHZ stock, worth $816,046. This represents 0.3% of its overall portfolio holdings.
Number of Shares
35,342
Previous 18,040
95.91%
Holding current value
$816,046
Previous $857,000
6.42%
% of portfolio
0.3%
Previous 0.33%
Shares
16 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares 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$199 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$150 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