Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Trinity Wealth Management, LLC
- $221 Million
- Q4 2024
A detailed history of Trinity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 28,589 shares of IBTG stock, worth $654,116. This represents 0.3% of its overall portfolio holdings.
Number of Shares
28,589
Previous 10,299
177.59%
Holding current value
$654,116
Previous $237,000
175.11%
% of portfolio
0.3%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding IBTG
# of Institutions
258Shares Held
57MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.01MShares$91.8 Million1.58% of portfolio
-
Morgan Stanley New York, NY3.6MShares$82.3 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH3.43MShares$78.4 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$61.9 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.33MShares$53.3 Million1.1% of portfolio