SNAXX SCHWA PRIME ADV MONEY FD-ULT
FollowSNAXX (fund)
9 managers (9 13F filers) reported a position in SNAXX shares at 2024-09-30, 48,418,889 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 2
- Added
- 2
- Reduced
- 4
- Sold out
- 1
- Shares held by filers
- 48,418,889
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2024
Filers in the available 13F reports with a share position at 2024-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| MFA WEALTH ADVISORS, LLC | 14,915,158 | $14.9M | 3.26% | +8,016,963 | 13F-HRTimeline |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 11,192,579 | $11.2M | 6.17% | new | 13F-HRTimeline |
| Jackson Wealth Management, LLC | 8,320,627 | $8.32M | 0.99% | +6,937,927 | 13F-HRTimeline |
| Redwood Wealth Management Group, LLC | 4,219,681 | $4.22M | 2.09% | new | 13F-HRTimeline |
| ENCOMPASS WEALTH ADVISORS, LLC | 3,514,759 | $3.51M | 0.88% | -41,653 | 13F-HRTimeline |
| TUCKER ASSET MANAGEMENT LLC | 2,827,864 | $2.83M | 0.65% | -262,423 | 13F-HRTimeline |
| Fairfield Financial Advisors, LTD | 2,615,332 | $2.62M | 0.89% | -235,281 | 13F-HRTimeline |
| Westside Investment Management, Inc. | 662,085 | $662K | 0.14% | 0 | 13F-HRTimeline |
| KANAWHA CAPITAL MANAGEMENT LLC | 150,804 | $151K | 0.01% | -465,836 | 13F-HRTimeline |