Merkkuri Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Merkkuri Wealth Advisors LLC
- $127 Billion
- Q3 2024
A detailed history of Merkkuri Wealth Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 12,159 shares of SCHZ stock, worth $281,359. This represents 0.46% of its overall portfolio holdings.
Number of Shares
12,159
Previous 8,187
48.52%
Holding current value
$281,359
Previous $373 Million
54.83%
% of portfolio
0.46%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
109MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$782 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$131 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$78.6 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$67.1 Million12.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$62.1 Million0.03% of portfolio