Bleakley Financial Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Bleakley Financial Group, LLC
- $3.32 Trillion
- Q4 2024
A detailed history of Bleakley Financial Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bleakley Financial Group, LLC holds 27,396 shares of SCHZ stock, worth $626,272. This represents 0.02% of its overall portfolio holdings.
Number of Shares
27,396Holding current value
$626,272% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
632Shares Held
106MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.9 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$81.6 Million13.4% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.7 Million5.37% of portfolio