Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q1 2025
A detailed history of Trinity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 15,078 shares of IBTI stock, worth $338,350. This represents 0.15% of its overall portfolio holdings.
Number of Shares
15,078
Previous 15,078
-0.0%
Holding current value
$338,350
Previous $330,000
1.52%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding IBTI
# of Institutions
184Shares Held
35MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$72.6 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.99MShares$44.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$39.5 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.57MShares$35.3 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.32MShares$29.6 Million0.01% of portfolio