SNAXX SCHWA PRIME ADV MONEY FD-ULT
FollowSNAXX (fund)
6 managers (6 13F filers) reported a position in SNAXX shares at 2024-12-31, 14,523,245 shares in all. 0 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 0
- Added
- 1
- Reduced
- 4
- Sold out
- 4
- Shares held by filers
- 14,523,245
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, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, 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 |
|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | 4,102,299 | $4.1M | 2% | -117,382 | 13F-HRTimeline |
| Jackson Wealth Management, LLC | 4,010,789 | $4.01M | 0.45% | -4,309,838 | 13F-HRTimeline |
| TUCKER ASSET MANAGEMENT LLC | 2,867,156 | $2.87M | 0.31% | +39,292 | 13F-HRTimeline |
| Fairfield Financial Advisors, LTD | 2,004,120 | $2M | 0.71% | -611,212 | 13F-HRTimeline |
| Anderson Financial Strategies, LLC | 1,036,796 | $1.04M | 0.62% | 13F-HRTimeline | |
| Westside Investment Management, Inc. | 502,085 | $502K | 0.11% | -160,000 | 13F-HRTimeline |