Trinity Wealth Management, LLC Ishares Morningstar U.S. Equit Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q3 2024
A detailed history of Trinity Wealth Management, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 16,175 shares of ILCB stock, worth $1.34 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
16,175Holding current value
$1.34 Million% of portfolio
0.59%Shares
1 transactions
Others Institutions Holding ILCB
# of Institutions
178Shares Held
5.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY509KShares$42.1 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY437KShares$36.2 Million0.35% of portfolio
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Ameriprise Financial Inc Minneapolis, MN413KShares$34.2 Million0.01% of portfolio
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Advisor Shares Investments LLC Bethesda, MD372KShares$30.8 Million5.84% of portfolio
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Wells Fargo & Company San Francisco, CA364KShares$30.1 Million0.01% of portfolio