Trinity Point Wealth, LLC Ishares Russell 2000 ETF Transaction History
Trinity Point Wealth, LLC
- $680 Million
- Q3 2024
A detailed history of Trinity Point Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 1,204 shares of IWM stock, worth $268,961. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,204
Previous 1,204
-0.0%
Holding current value
$268,961
Previous $244,000
8.61%
% of portfolio
0.04%
Previous 0.04%
Shares
15 transactions
Others Institutions Holding IWM
# of Institutions
2,663Shares Held
308MCall Options Held
232MPut Options Held
524M-
Bank Of America Corp Charlotte, NC40.2MShares$8.97 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.1 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.05 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.04 Billion0.92% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.67 Billion6.48% of portfolio