Tritonpoint Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History
Tritonpoint Wealth, LLC
- $1.09 Trillion
- Q3 2024
A detailed history of Tritonpoint Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Tritonpoint Wealth, LLC holds 7,869 shares of SCHB stock, worth $180,750. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,869
Previous 7,869
-0.0%
Holding current value
$180,750
Previous $496 Million
5.02%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,162Shares Held
170MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$486 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$142 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$108 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$89.4 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.8 Million18.64% of portfolio