Trinity Point Wealth, LLC Schwab Strategic Tr Mun Bd ETF Call Options Transaction History
Trinity Point Wealth, LLC
- $629 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCMB
# of Institutions
66Shares Held
2.99MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA641KShares$00.0% of portfolio
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Pallas Capital Advisors LLC Braintree, MA481KShares$00.0% of portfolio
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Charles Schwab Trust CO275KShares$00.0% of portfolio
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Wedmont Private Capital247KShares$00.0% of portfolio
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Susquehanna International Group, LLP Bala Cynwyd, PA186KShares$00.0% of portfolio