Tria Gen Wealth Management LLC Direxion Shs ETF Tr Auspice Br Transaction History
Tria Gen Wealth Management LLC
- $307 Million
- Q2 2025
A detailed history of Tria Gen Wealth Management LLC transactions in Direxion Shs ETF Tr Auspice Br stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 147,146 shares of COM stock, worth $4.17 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
147,146
Previous 147,106
0.03%
Holding current value
$4.17 Million
Previous $4.32 Million
5.7%
% of portfolio
1.32%
Previous 1.65%
Shares
7 transactions
Others Institutions Holding COM
# of Institutions
81Shares Held
4.75MCall Options Held
7.5KPut Options Held
0-
Pitcairn CO Jenkintown, PA1.18MShares$33.5 Million2.18% of portfolio
-
High Tower Advisors, LLC Chicago, IL373KShares$10.6 Million0.01% of portfolio
-
Wbi Investments, Inc.243KShares$6.9 Million1.86% of portfolio
-
Fundamentun, LLC Beachwood, OH224KShares$6.36 Million0.31% of portfolio
-
Pasadena Private Wealth, LLC Pasadena, CA201KShares$5.71 Million1.11% of portfolio