Krilogy Financial LLC Schwab Us Aggregate Bond ETF Transaction History
Krilogy Financial LLC
- $1.29 Billion
- Q2 2024
A detailed history of Krilogy Financial LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Krilogy Financial LLC holds 93,422 shares of SCHZ stock, worth $4.46 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
93,422
Previous 101,497
7.96%
Holding current value
$4.46 Million
Previous $4.67 Million
8.78%
% of portfolio
0.33%
Previous 0.38%
Shares
29 transactions
Others Institutions Holding SCHZ
# of Institutions
624Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.61 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$269 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$162 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$128 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio