Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Trinity Wealth Management, LLC
- $194 Million
- Q1 2024
A detailed history of Trinity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 389,818 shares of IBTE stock, worth $9.35 Million. This represents 4.82% of its overall portfolio holdings.
Number of Shares
389,818
Previous 229,885
69.57%
Holding current value
$9.35 Million
Previous $5.49 Million
70.14%
% of portfolio
4.82%
Previous 3.28%
Shares
6 transactions
Others Institutions Holding IBTE
# of Institutions
297Shares Held
92MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC21.4MShares$514 Million1.71% of portfolio
-
Bank Of America Corp Charlotte, NC5.35MShares$128 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.66MShares$87.8 Million1.63% of portfolio
-
Morgan Stanley New York, NY3.4MShares$81.4 Million0.01% of portfolio
-
Ubs Group Ag2.37MShares$56.9 Million0.01% of portfolio