Trinity Wealth Management, LLC Pacer Fds Tr Lunt Large Cap Mu Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding PALC
# of Institutions
71Shares Held
7.31MCall Options Held
0Put Options Held
0-
Prostatis Group LLC Hanover, MD2.44MShares$122 Million1.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN720KShares$36.2 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO333KShares$16.8 Million0.01% of portfolio
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Geneos Wealth Management Inc.249KShares$12.5 Million0.48% of portfolio
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Enzi Wealth Austin, TX245KShares$12.3 Million5.01% of portfolio