Trinity Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q3 2024
A detailed history of Trinity Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 4,632 shares of IUSB stock, worth $211,080. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,632Holding current value
$211,080% of portfolio
0.1%Shares
7 transactions
Others Institutions Holding IUSB
# of Institutions
684Shares Held
635MCall Options Held
800Put Options Held
900-
Envestnet Asset Management Inc131MShares$5.98 Billion2.11% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.73 Billion0.06% of portfolio
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Jones Financial Companies Lllp52MShares$2.37 Billion2.72% of portfolio
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Wells Fargo & Company San Francisco, CA40.1MShares$1.83 Billion0.45% of portfolio
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Lpl Financial LLC Fort Mill, SC32.7MShares$1.49 Billion0.75% of portfolio