Tritonpoint Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History
Tritonpoint Wealth, LLC
- $1.09 Trillion
- Q3 2024
A detailed history of Tritonpoint Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Tritonpoint Wealth, LLC holds 7,869 shares of SCHB stock, worth $181,223. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,869
Previous 7,869
-0.0%
Holding current value
$181,223
Previous $496 Million
5.02%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,183Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$474 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$88.1 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.9 Million2.16% of portfolio