Trifecta Capital Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Trifecta Capital Advisors, LLC
- $452 Billion
- Q2 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 $2,195. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40
Previous 40
-0.0%
Holding current value
$2,195
Previous $2.03 Million
3.31%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
169Shares Held
34.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$1.33 Billion2.82% of portfolio
-
Legacy Wealth Management, Inc3.65MShares$200 Million13.81% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$103 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$69.6 Million5.9% of portfolio
-
Waddell & Associates, LLC950KShares$52.1 Million6.58% of portfolio