Kings Path Partners LLC Schwab Us Aggregate Bond ETF Transaction History
Kings Path Partners LLC
- $234 Billion
- Q4 2024
A detailed history of Kings Path Partners LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Kings Path Partners LLC holds 124 shares of SCHZ stock, worth $2,819. This represents 0.0% of its overall portfolio holdings.
Number of Shares
124
Previous 62
100.0%
Holding current value
$2,819
Previous $2.95 Million
4.45%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
630Shares Held
105MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.4 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.2 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio