Trifecta Capital Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Trifecta Capital Advisors, LLC
- $478 Billion
- Q3 2024
A detailed history of Trifecta Capital Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 40 shares of SCHK stock, worth $1,123. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40
Previous 40
-0.0%
Holding current value
$1,123
Previous $2.09 Million
5.64%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
180Shares Held
39.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$803 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$101 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$58.9 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$35.7 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27 Million6.53% of portfolio