Tria Gen Wealth Management LLC Ishares Tr Exponential Technol Transaction History
Tria Gen Wealth Management LLC
- $273 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding XT
# of Institutions
251Shares Held
44.2MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.2MShares$2.08 Billion4.28% of portfolio
-
Brinker Capital Investments, LLC898KShares$54.6 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC737KShares$44.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC699KShares$42.5 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN462KShares$28.1 Million0.01% of portfolio