Moisand Fitzgerald Tamayo, LLC Schwab Us Aggregate Bond ETF Transaction History
Moisand Fitzgerald Tamayo, LLC
- $681 Million
- Q4 2024
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 308 shares of SCHZ stock, worth $7,139. This represents 0.0% of its overall portfolio holdings.
Number of Shares
308
Previous 228
35.09%
Holding current value
$7,139
Previous $10,000
40.0%
% of portfolio
0.0%
Previous 0.0%
Shares
18 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$272 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$137 Million11.76% of portfolio