Trinity Wealth Management, LLC Ishares Tr Ishares Morningstar Put Options Transaction History
Trinity Wealth Management, LLC
- $255 Million
- Q3 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding IYLD
# of Institutions
55Shares Held
1.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY305KShares$6.53 Million0.0% of portfolio
-
Elevation Capital Advisory, LLC Bend, OR222KShares$4.75 Million1.89% of portfolio
-
Bank Of America Corp Charlotte, NC203KShares$4.34 Million0.0% of portfolio
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Kestra Advisory Services, LLC186KShares$3.97 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC89.4KShares$1.91 Million0.0% of portfolio