Tria Gen Wealth Management LLC First Tr Exchange Traded Fd Fi Transaction History

Tria Gen Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 24, 2023	BUY	$60.62 - $71.94 $181 - $215	3 Added 0.02%	17,004 $1.11 Million
Q4 2022 Feb 09, 2023	BUY	$53.53 - $65.39 $1,712 - $2,092	32 Added 0.19%	17,001 $1.03 Million
Q3 2022 Oct 21, 2022	BUY	$50.77 - $65.56 $55,948 - $72,247	1,102 Added 6.95%	16,969 $880,000
Q2 2022 Jul 29, 2022	SELL	$56.05 - $74.6 $688,294 - $916,087	-12,280 Reduced 43.63%	15,867 $897,000
Q1 2022 Apr 29, 2022	BUY	$57.51 - $73.35 $1.62 Million - $2.06 Million	28,147 New	28,147 $2.02 Million

125

3.48M

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

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