Mayflower Financial Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Mayflower Financial Advisors, LLC
- $1.3 Billion
- Q2 2024
A detailed history of Mayflower Financial Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 165,124 shares of SCHZ stock, worth $7.83 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
165,124
Previous 126,094
30.95%
Holding current value
$7.83 Million
Previous $5.8 Million
29.76%
% of portfolio
0.58%
Previous 0.45%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
623Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio