Trinity Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History
Trinity Wealth Management, LLC
- $199 Million
- Q2 2024
A detailed history of Trinity Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 20,070 shares of IWY stock, worth $4.17 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
20,070Holding current value
$4.17 Million% of portfolio
2.16%Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
512Shares Held
53.6MCall Options Held
5.4KPut Options Held
600-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.3 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.23 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.16 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.09 Billion17.93% of portfolio
-
Envestnet Asset Management Inc2.85MShares$592 Million0.22% of portfolio