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
1,261Shares Held
444MCall Options Held
365KPut Options Held
32.6K-
Brooklyn Fi, LLC New York, NY23.2MShares$537 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$412 Million0.97% of portfolio
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Rebalance, LLC Palo Alto, CA11.5MShares$266 Million19.46% of portfolio
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Scs Capital Management LLC Boston, MA10.2MShares$237 Million4.78% of portfolio
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Evensky & Katz LLC9.33MShares$216 Million13.85% of portfolio