SNAXX SCHWA PRIME ADV MONEY FD-ULT
FollowSNAXX (fund)
5 managers (5 13F filers) reported a position in SNAXX shares at 2025-03-31, 9,484,218 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 1
- Added
- 1
- Reduced
- 3
- Sold out
- 2
- Shares held by filers
- 9,484,218
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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 | 3,282,680 | $3.28M | 1.67% | -819,619 | 13F-HRTimeline |
| Jackson Wealth Management, LLC | 2,441,081 | $2.44M | 0.3% | -1,569,708 | 13F-HRTimeline |
| Fairfield Financial Advisors, LTD | 1,927,896 | $1.93M | 0.73% | -76,224 | 13F-HRTimeline |
| Westside Investment Management, Inc. | 1,417,144 | $1.42M | 0.3% | +915,059 | 13F-HRTimeline |
| Vermillion Wealth Management, Inc. | 415,417 | $415K | 0.12% | new | 13F-HRTimeline |