Trinity Wealth Management, LLC Wisdomtree U.S. Short Term Cor Call Options Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SFIG
# of Institutions
23Shares Held
722KCall Options Held
0Put Options Held
0-
Prime Capital Investment Advisors, LLC Overland Park, KS231KShares$11.2 Million0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC144KShares$7 Million0.0% of portfolio
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Invenio Wealth Partners LLC Coral Gables, FL53.7KShares$2.62 Million1.27% of portfolio
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Wt Wealth Management50.4KShares$2.45 Million0.63% of portfolio
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Global Retirement Partners, LLC49.3KShares$2.4 Million0.07% of portfolio