Warren Averett Asset Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Warren Averett Asset Management, LLC
- $4.21 Billion
- Q1 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 190,432 shares of SCHZ stock, worth $8.72 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
190,432
Previous 76,212
149.87%
Holding current value
$8.72 Million
Previous $3.55 Million
146.52%
% of portfolio
0.21%
Previous 0.13%
Shares
27 transactions
Others Institutions Holding SCHZ
# of Institutions
603Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$205 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$165 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio