Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 10,574 shares of IBTI stock, worth $231,359. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,574Holding current value
$231,359% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding IBTI
# of Institutions
116Shares Held
16.6MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.42MShares$31.2 Million0.01% of portfolio
-
Truist Financial Corp1.17MShares$25.6 Million0.04% of portfolio
-
Inter Ocean Capital Group, LLC Nashville, TN1.01MShares$22.1 Million0.55% of portfolio
-
Atwood & Palmer Inc927KShares$20.3 Million1.56% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL837KShares$18.3 Million0.03% of portfolio