A detailed history of Tria Gen Wealth Management LLC transactions in Discover Financial Services stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 2,443 shares of DFS stock, worth $299,658. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,443
Previous 2,443 -0.0%
Holding current value
$299,658
Previous $274,000 16.79%
% of portfolio
0.14%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 22, 2024

SELL
$80.49 - $112.57 $2,253 - $3,151
-28 Reduced 1.13%
2,443 $274,000
Q3 2022

Oct 21, 2022

SELL
$90.92 - $110.47 $20,457 - $24,855
-225 Reduced 8.35%
2,471 $225,000
Q2 2022

Jul 29, 2022

SELL
$89.53 - $120.58 $2,327 - $3,135
-26 Reduced 0.96%
2,696 $255,000
Q3 2021

Nov 10, 2021

SELL
$115.26 - $135.38 $23,052 - $27,076
-200 Reduced 6.84%
2,722 $334,000
Q2 2021

Aug 02, 2021

BUY
$96.8 - $124.19 $2,516 - $3,228
26 Added 0.9%
2,922 $363,000
Q1 2021

Apr 26, 2021

SELL
$82.18 - $102.27 $89,658 - $111,576
-1,091 Reduced 27.36%
2,896 $275,000
Q4 2020

Feb 02, 2021

BUY
$58.91 - $90.53 $234,874 - $360,943
3,987 New
3,987 $361,000

Others Institutions Holding DFS

About Discover Financial Services


  • Ticker DFS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 273,225,984
  • Market Cap $33.5B
  • Description
  • Discover Financial Services, through its subsidiaries, provides digital banking products and services, and payment services in the United States. It operates in two segments, Digital Banking and Payment Services. The Digital Banking segment offers Discover-branded credit cards to individuals; private student loans, personal loans, home loans, an...
More about DFS
Track This Portfolio

Track Tria Gen Wealth Management LLC Portfolio

Follow Tria Gen Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.