Trinity Point Wealth, LLC Ishares Interest Rate Hedged L Transaction History
Trinity Point Wealth, LLC
- $689 Million
- Q4 2024
Shares
5 transactions
Others Institutions Holding IGBH
# of Institutions
44Shares Held
1.79MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY473KShares$11.5 Million0.0% of portfolio
-
Yeomans Consulting Group, Inc. Marietta, GA372KShares$9.07 Million3.16% of portfolio
-
Sound Income Strategies, LLC242KShares$5.9 Million0.34% of portfolio
-
Integrity Alliance, Llc. Urbandale, IA140KShares$3.43 Million0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC135KShares$3.3 Million0.0% of portfolio