Trinity Point Wealth, LLC Schwab Strategic Tr Mun Bd ETF Transaction History
Trinity Point Wealth, LLC
- $689 Million
- Q4 2024
A detailed history of Trinity Point Wealth, LLC transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 46,651 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
46,651
Previous 23,342
99.86%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding SCMB
# of Institutions
133Shares Held
73.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA59.8MShares$00.0% of portfolio
-
Jones Financial Companies Lllp1.77MShares$00.0% of portfolio
-
Avidian Wealth Solutions, LLC1.55MShares$00.0% of portfolio
-
Jpmorgan Chase & CO New York, NY902KShares$00.0% of portfolio
-
Charles Schwab Trust CO802KShares$00.0% of portfolio