Triton Wealth Management, Pllc Schwab Strategic Tr Us Large C Transaction History
Triton Wealth Management, Pllc
- $166 Million
- Q2 2024
A detailed history of Triton Wealth Management, Pllc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Triton Wealth Management, Pllc holds 311,007 shares of SCHG stock, worth $32.2 Million. This represents 18.94% of its overall portfolio holdings.
Number of Shares
311,007
Previous 307,854
1.02%
Holding current value
$32.2 Million
Previous $28.5 Million
9.87%
% of portfolio
18.94%
Previous 18.91%
Shares
17 transactions
Others Institutions Holding SCHG
# of Institutions
1,256Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.1 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.03 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$943 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$941 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$465 Million14.61% of portfolio