Prevail Innovative Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Prevail Innovative Wealth Advisors, LLC
- $446 Billion
- Q2 2025
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 13,908 shares of SCHZ stock, worth $326,977. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,908Holding current value
$326,977% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
716Shares Held
170MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$288 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.45MShares$175 Million0.04% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
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Avantax Planning Partners, Inc.6.99MShares$164 Million5.22% of portfolio
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Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio