Sovran Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Sovran Advisors, LLC
- $702 Billion
- Q4 2024
A detailed history of Sovran Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sovran Advisors, LLC holds 28,644 shares of SCHZ stock, worth $654,228. This represents 0.09% of its overall portfolio holdings.
Number of Shares
28,644Holding current value
$654,228% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
635Shares Held
109MCall 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$94.8 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.6 Million5.37% of portfolio