A detailed history of Tria Gen Wealth Management LLC transactions in Erie Indemnity CO stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 1,309 shares of ERIE stock, worth $573,970. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,309
Previous 1,316 0.53%
Holding current value
$573,970
Previous $476,000 48.32%
% of portfolio
0.26%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$356.56 - $544.84 $2,495 - $3,813
-7 Reduced 0.53%
1,309 $706,000
Q2 2024

Jul 18, 2024

SELL
$349.82 - $410.53 $2,798 - $3,284
-8 Reduced 0.6%
1,316 $476,000
Q1 2024

Apr 23, 2024

SELL
$327.68 - $417.35 $8,519 - $10,851
-26 Reduced 1.93%
1,324 $531,000
Q4 2023

Jan 22, 2024

BUY
$273.26 - $334.92 $4,372 - $5,358
16 Added 1.2%
1,350 $452,000
Q3 2023

Oct 23, 2023

BUY
$201.12 - $299.64 $201 - $299
1 Added 0.08%
1,334 $391,000
Q2 2023

Aug 08, 2023

SELL
$206.28 - $240.17 $825 - $960
-4 Reduced 0.3%
1,333 $279,000
Q4 2022

Feb 09, 2023

BUY
$229.44 - $282.39 $2,753 - $3,388
12 Added 0.91%
1,337 $332,000
Q3 2022

Oct 21, 2022

BUY
$189.77 - $225.14 $1,518 - $1,801
8 Added 0.61%
1,325 $295,000
Q2 2022

Jul 29, 2022

BUY
$160.28 - $192.19 $211,088 - $253,114
1,317 New
1,317 $253,000
Q2 2021

Aug 02, 2021

SELL
$189.16 - $229.03 $242,313 - $293,387
-1,281 Closed
0 $0
Q4 2020

Feb 02, 2021

BUY
$211.17 - $251.0 $270,508 - $321,531
1,281 New
1,281 $315,000

Others Institutions Holding ERIE

About ERIE INDEMNITY CO


  • Ticker ERIE
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 46,189,100
  • Market Cap $20.3B
  • Description
  • Erie Indemnity Company operates as a managing attorney-in-fact for the subscribers at the Erie Insurance Exchange in the United States. The company provides sales, underwriting, policy issuance, and renewal services for the policyholders on behalf of the Erie Insurance Exchange. It also offers sales related services, including agent compensation...
More about ERIE
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.