Kelly Financial Group LLC Schwab Us Aggregate Bond ETF Transaction History
Kelly Financial Group LLC
- $281 Billion
- Q4 2024
A detailed history of Kelly Financial Group LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Kelly Financial Group LLC holds 8,886 shares of SCHZ stock, worth $203,578. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,886Holding current value
$203,578% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
640Shares Held
114MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.1 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$81.8 Million13.4% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.8 Million5.37% of portfolio