EWP
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Elevation Wealth Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Elevation Wealth Partners’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19,680
Closed -$435K – 501
2023
Q4 		$435K Buy
+19,680
New +$435K 0.26% 66