Trifecta Capital Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Trifecta Capital Advisors, LLC
- $506 Billion
- Q4 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 80 shares of SCHK stock, worth $2,141. This represents 0.0% of its overall portfolio holdings.
Number of Shares
80
Previous 40
100.0%
Holding current value
$2,141
Previous $2.21 Million
2.4%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
204Shares Held
70.4MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.28 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$187 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$117 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$70.5 Million5.8% of portfolio
-
Waddell & Associates, LLC1.94MShares$51.9 Million5.64% of portfolio