Kings Path Partners LLC Schwab Us Aggregate Bond ETF Transaction History
Kings Path Partners LLC
- $238 Billion
- Q3 2024
A detailed history of Kings Path Partners LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Kings Path Partners LLC holds 62 shares of SCHZ stock, worth $1,409. This represents 0.0% of its overall portfolio holdings.
Number of Shares
62
Previous 62
-0.0%
Holding current value
$1,409
Previous $2.83 Million
4.25%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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