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Portfolio Transition via 351 Exchanges and Alpha Architect's Market Share

etf.com ·

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  1. 1Alpha Architect President Ryan Collins explained the definition and requirements of 351 exchanges.
  2. 2Alpha Architect has processed between one-third and one-half of approximately $5 billion in 351 transactions to date.
  3. 3Alpha Architect provides low-cost exposure to a mix of US large-cap stocks with a minimum investment of $150,000 at Schwab.

So what's the key point?

Alpha Architect has processed a significant portion of $5 billion in transactions. This company helps people invest in US large-cap stocks through Schwab with a relatively small amount of money.

Source etf.com · View original ↗

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