Pro Vise Management Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Pro Vise Management Group, LLC
- $1.14 Billion
- Q4 2024
A detailed history of Pro Vise Management Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Pro Vise Management Group, LLC holds 76,807 shares of SCHZ stock, worth $1.78 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
76,807
Previous 42,886
79.1%
Holding current value
$1.78 Million
Previous $2.04 Million
14.43%
% of portfolio
0.15%
Previous 0.16%
Shares
30 transactions
Others Institutions Holding SCHZ
# of Institutions
681Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$137 Million11.76% of portfolio