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
87Shares Held
6.92MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.16MShares$00.0% of portfolio
-
Charles Schwab Trust CO815KShares$00.0% of portfolio
-
Fort Point Capital Partners LLC San Francisco, CA796KShares$00.0% of portfolio
-
Pallas Capital Advisors LLC Braintree, MA540KShares$00.0% of portfolio
-
Wedmont Private Capital497KShares$00.0% of portfolio