Tria Gen Wealth Management LLC Ishares Short Term National Mu Transaction History
Tria Gen Wealth Management LLC
- $262 Million
- Q1 2025
A detailed history of Tria Gen Wealth Management LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 8,541 shares of SUB stock, worth $903,466. This represents 0.34% of its overall portfolio holdings.
Number of Shares
8,541
Previous 8,541
-0.0%
Holding current value
$903,466
Previous $900,000
0.11%
% of portfolio
0.34%
Previous 0.32%
Shares
1 transactions
Others Institutions Holding SUB
# of Institutions
930Shares Held
83.4MCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA11MShares$1.16 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC7.03MShares$744 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.57MShares$695 Million1.61% of portfolio
-
Envestnet Asset Management Inc5.27MShares$558 Million0.19% of portfolio
-
Morgan Stanley New York, NY3.3MShares$350 Million0.03% of portfolio