Tria Gen Wealth Management LLC First Trust Dorsey Wright Inte Transaction History
Tria Gen Wealth Management LLC
- $273 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding IFV
# of Institutions
56Shares Held
7.21MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.1MShares$40.7 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.09MShares$21.1 Million0.03% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL697KShares$13.5 Million0.43% of portfolio
-
Wells Fargo & Company San Francisco, CA487KShares$9.43 Million0.0% of portfolio
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New Edge Advisors, LLC New Orleans, LA475KShares$9.2 Million0.07% of portfolio