Trinity Wealth Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Trinity Wealth Management, LLC
- $221 Million
- Q4 2024
A detailed history of Trinity Wealth Management, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 2,255 shares of TLH stock, worth $226,086. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,255
Previous 2,091
7.84%
Holding current value
$226,086
Previous $228,000
1.75%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding TLH
# of Institutions
508Shares Held
62.6MCall Options Held
29.2KPut Options Held
16.6K-
Bank Of America Corp Charlotte, NC9.79MShares$981 Million0.09% of portfolio
-
Forum Financial Management, LP Lombard, IL7.14MShares$716 Million14.89% of portfolio
-
Wells Fargo & Company San Francisco, CA3.86MShares$387 Million0.1% of portfolio
-
Envestnet Asset Management Inc3.45MShares$345 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.97MShares$298 Million0.09% of portfolio