Guardian Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Guardian Wealth Advisors, LLC
- $838 Million
- Q3 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 16 shares of SCHZ stock, worth $362. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16
Previous 16
-0.0%
Holding current value
$362
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
659Shares Held
143MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY11.7MShares$266 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$148 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$142 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.07MShares$115 Million0.24% of portfolio