Trinity Point Wealth, LLC Ishares Tr Transaction History
Trinity Point Wealth, LLC
- $680 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding IYJ
# of Institutions
317Shares Held
6.08MCall Options Held
29.4KPut Options Held
0-
Morgan Stanley New York, NY859KShares$117 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC696KShares$94.6 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA445KShares$60.5 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC307KShares$41.8 Million0.02% of portfolio
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Ubs Group Ag270KShares$36.7 Million0.01% of portfolio