Tria Gen Wealth Management LLC Vanguard Information Technolog Transaction History
Tria Gen Wealth Management LLC
- $355 Million
- Q3 2025
A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 490 shares of VGT stock, worth $370,567. This represents 0.1% of its overall portfolio holdings.
Number of Shares
490
Previous 490
-0.0%
Holding current value
$370,567
Previous $325,000
12.31%
% of portfolio
0.1%
Previous 0.11%
Shares
10 transactions
Others Institutions Holding VGT
# of Institutions
2,085Shares Held
55.1MCall Options Held
410KPut Options Held
310K-
Bank Of America Corp Charlotte, NC15.1MShares$11.4 Billion0.79% of portfolio
-
Jpmorgan Chase & CO New York, NY6.17MShares$4.66 Billion0.3% of portfolio
-
Jefferies Financial Group Inc. New York, NY2.25MShares$1.7 Billion8.35% of portfolio
-
Morgan Stanley New York, NY2.13MShares$1.61 Billion0.1% of portfolio
-
Ubs Group Ag1.72MShares$1.3 Billion0.21% of portfolio