New Wave Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
New Wave Wealth Advisors LLC
- $244 Billion
- Q4 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 830 shares of SCHZ stock, worth $18,998. This represents 0.01% of its overall portfolio holdings.
Number of Shares
830Holding current value
$18,998% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
673Shares Held
161MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
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Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio