Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q3 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 10,299 shares of IBTG stock, worth $234,199. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,299
Previous 10,299
-0.0%
Holding current value
$234,199
Previous $233,000
1.72%
% of portfolio
0.11%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding IBTG
# of Institutions
218Shares Held
41.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.49MShares$79.3 Million1.38% of portfolio
-
Morgan Stanley New York, NY3.46MShares$78.6 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.28MShares$51.8 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$47.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.75MShares$39.8 Million0.01% of portfolio