Wealth Enhancement Advisory Services, LLC Schwab Us Aggregate Bond ETF Transaction History
Wealth Enhancement Advisory Services, LLC
- $46.2 Billion
- Q4 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,725,521 shares of SCHZ stock, worth $38.8 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,725,521
Previous 1,732,248
0.39%
Holding current value
$38.8 Million
Previous $82.3 Million
52.42%
% of portfolio
0.08%
Previous 0.19%
Shares
31 transactions
Others Institutions Holding SCHZ
# of Institutions
629Shares Held
83.3MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$142 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$93.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$70.5 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.2 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.1 Million17.53% of portfolio