Tria Gen Wealth Management LLC Ishares Tr Fallen Angels Usd B Transaction History
Tria Gen Wealth Management LLC
- $273 Million
- Q3 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 30,225 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
Others Institutions Holding FALN
# of Institutions
292Shares Held
46.4MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL8.99MShares$244 Million3.17% of portfolio
-
Bank Of America Corp Charlotte, NC5.43MShares$147 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.69MShares$72.8 Million0.01% of portfolio
-
Envestnet Asset Management Inc2.28MShares$61.6 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.92MShares$52 Million0.02% of portfolio