Trinity Wealth Management, LLC Ishares Msci Usa Size Factor E Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q3 2024
A detailed history of Trinity Wealth Management, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 109,522 shares of SIZE stock, worth $16.2 Million. This represents 7.47% of its overall portfolio holdings.
Number of Shares
109,522
Previous 107,915
1.49%
Holding current value
$16.2 Million
Previous $14.8 Million
9.8%
% of portfolio
7.47%
Previous 7.45%
Shares
19 transactions
Others Institutions Holding SIZE
# of Institutions
67Shares Held
1.67MCall Options Held
0Put Options Held
1.1K-
Black Rock Inc. New York, NY429KShares$63.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC358KShares$53 Million0.0% of portfolio
-
Envestnet Asset Management Inc182KShares$26.9 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH171KShares$25.3 Million26.69% of portfolio
-
Principal Securities, Inc. Des Moines, IA90.8KShares$13.4 Million0.33% of portfolio