Trinity Point Wealth, LLC Schwab Strategic Tr Us Broad M Put Options Transaction History
Trinity Point Wealth, LLC
- $689 Million
- Q4 2024
Put Options
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,341Shares Held
495MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.37 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$421 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$321 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$290 Million3.28% of portfolio
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Evensky & Katz LLC8.78MShares$214 Million12.78% of portfolio