Tria Gen Wealth Management LLC Ishares Tr Fallen Angels Usd B Transaction History
Tria Gen Wealth Management LLC
- $277 Million
- Q4 2024
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 30,510 shares of FALN stock, worth $823,770. This represents 0.29% of its overall portfolio holdings.
Number of Shares
30,510
Previous 30,225
0.94%
Holding current value
$823,770
Previous $826,000
1.45%
% of portfolio
0.29%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding FALN
# of Institutions
297Shares Held
50.2MCall Options Held
1KPut Options Held
0-
Mather Group, Llc. Chicago, IL9.57MShares$258 Million3.33% of portfolio
-
Bank Of America Corp Charlotte, NC5.43MShares$147 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.62MShares$70.6 Million0.01% of portfolio
-
Envestnet Asset Management Inc2.16MShares$58.3 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.98MShares$53.6 Million0.02% of portfolio