Institutional Ownership Trex CO Inc (TREX)
This table provides information about the institutional ownership of Trex CO Inc (TREX). We have compiled data on the 500 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $6.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
28
shares
|
$1,593
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
25
shares
|
$1,423
0.0% of portfolio
|
Q1 2025
Reduced 99.65%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
25
shares
|
$1,423
0.0% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
25
shares
|
$1,423
0.0% of portfolio
|
Q4 2023
Added 78.57%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
23
shares
|
$1,309
0.0% of portfolio
|
Q1 2025
Reduced 20.69%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
23
shares
|
$1,309
0.0% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
20
shares
|
$1,138
0.0% of portfolio
|
Q1 2025
Reduced 64.29%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
18
shares
|
$1,024
0.0% of portfolio
|
Q4 2024
Reduced 60.87%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
18
shares
|
$1,024
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
18
shares
|
$1,024
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
16
shares
|
$910
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
13
shares
|
$739
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
13
shares
|
$739
0.0% of portfolio
|
Q1 2025
Reduced 27.78%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
12
shares
|
$683
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
11
shares
|
$626
0.0% of portfolio
|
Q1 2025
Reduced 76.09%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
10
shares
|
$569
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
9
shares
|
$512
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
8
shares
|
$455
0.0% of portfolio
|
Q1 2025
Reduced 74.19%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
8
shares
|
$455
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
7
shares
|
$398
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
6
shares
|
$341
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
5
shares
|
$284
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
5
shares
|
$284
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
4
shares
|
$227
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
4
shares
|
$227
0.0% of portfolio
|
Q1 2025
New holding
|