Trinity Point Wealth, LLC First Tr Vi Rba Amern Indl Ren Transaction History
Trinity Point Wealth, LLC
- $680 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding AIRR
# of Institutions
235Shares Held
15.9MCall Options Held
1.2KPut Options Held
3.8K-
Morgan Stanley New York, NY2.65MShares$223 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.86MShares$157 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.5MShares$126 Million0.01% of portfolio
-
Ubs Group Ag861KShares$72.5 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL680KShares$57.2 Million0.07% of portfolio