Trinity Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q1 2025
A detailed history of Trinity Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 165,523 shares of USMV stock, worth $14.9 Million. This represents 7.03% of its overall portfolio holdings.
Number of Shares
165,523
Previous 164,705
0.5%
Holding current value
$14.9 Million
Previous $14.6 Million
4.96%
% of portfolio
7.03%
Previous 6.62%
Shares
21 transactions
Others Institutions Holding USMV
# of Institutions
1,395Shares Held
203MCall Options Held
8.5KPut Options Held
33.9K-
Morgan Stanley New York, NY16.7MShares$1.51 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$1.42 Billion0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.2MShares$1.19 Billion0.45% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$922 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.62MShares$596 Million1.27% of portfolio