Trinity Point Wealth, LLC First Tr Vi Rba Amern Indl Ren Transaction History
Trinity Point Wealth, LLC
- $689 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding AIRR
# of Institutions
309Shares Held
27MCall Options Held
4.5KPut Options Held
100-
Morgan Stanley New York, NY3.89MShares$284 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.53MShares$258 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.65MShares$194 Million0.09% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.79MShares$131 Million0.05% of portfolio
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Ubs Group Ag1.34MShares$98 Million0.02% of portfolio