A detailed history of Tria Gen Wealth Management LLC transactions in Ishares Tr Fallen Angels Usd B stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 30,225 shares of FALN stock, worth $818,795. This represents 0.3% of its overall portfolio holdings.

Number of Shares
30,225
Previous 29,336 3.03%
Holding current value
$818,795
Previous $768,000 7.55%
% of portfolio
0.3%
Previous 0.32%

Shares

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

Oct 18, 2024

BUY
$26.01 - $27.41 $23,122 - $24,367
889 Added 3.03%
30,225 $826,000
Q2 2024

Jul 18, 2024

BUY
$26.01 - $26.68 $118,527 - $121,580
4,557 Added 18.39%
29,336 $768,000
Q1 2024

Apr 23, 2024

BUY
$26.17 - $26.88 $648,466 - $666,059
24,779 New
24,779 $665,000

Others Institutions Holding FALN

About ISHARES TR FALLEN ANGELS USD B


  • Ticker FALN
  • Sector ETFs
  • Industry ETFs
More about FALN
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.