Gps Wealth Strategies Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Gps Wealth Strategies Group, LLC
- $747 Million
- Q4 2024
A detailed history of Gps Wealth Strategies Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 677 shares of SCHZ stock, worth $15,455. This represents 0.0% of its overall portfolio holdings.
Number of Shares
677
Previous 337
100.89%
Holding current value
$15,455
Previous $16,000
6.25%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
638Shares Held
110MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.6 Million5.37% of portfolio