Trinity Point Wealth, LLC Ishares Tr Transaction History
Trinity Point Wealth, LLC
- $689 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding IYH
# of Institutions
552Shares Held
24.4MCall Options Held
5.3KPut Options Held
500-
Morgan Stanley New York, NY2.2MShares$133 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$115 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.59MShares$95.8 Million0.04% of portfolio
-
Ubs Group Ag1.37MShares$82.8 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO1.29MShares$78.1 Million0.06% of portfolio