Trifecta Capital Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Trifecta Capital Advisors, LLC
- $506 Billion
- Q4 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 80 shares of SCHK stock, worth $2,328. This represents 0.0% of its overall portfolio holdings.
Number of Shares
80
Previous 40
100.0%
Holding current value
$2,328
Previous $2.21 Million
2.4%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
189Shares Held
47.8MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$833 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$203 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$128 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.7 Million5.98% of portfolio
-
Waddell & Associates, LLC963KShares$28 Million6.53% of portfolio