Kingswood Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,017 shares of SCHZ stock, worth $113,334. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,017Holding current value
$113,334% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
631Shares Held
83.2MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$143 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$93.8 Million0.05% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$70.8 Million5.37% of portfolio
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Charles Schwab Trust CO2.9MShares$65.5 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.3 Million17.53% of portfolio