Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Trinity Wealth Management, LLC
- $221 Million
- Q4 2024
A detailed history of Trinity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 15,270 shares of IBTJ stock, worth $325,709. This represents 0.15% of its overall portfolio holdings.
Number of Shares
15,270Holding current value
$325,709% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding IBTJ
# of Institutions
135Shares Held
14.1MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc1.09MShares$23.2 Million1.62% of portfolio
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Wells Fargo & Company San Francisco, CA1.05MShares$22.4 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL673KShares$14.4 Million0.02% of portfolio
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Hengehold Capital Management LLC642KShares$13.7 Million1.3% of portfolio
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Bank Of America Corp Charlotte, NC581KShares$12.4 Million0.0% of portfolio