Trinity Wealth Management, LLC Ishares Msci Usa Size Factor E Transaction History
Trinity Wealth Management, LLC
- $194 Million
- Q1 2024
A detailed history of Trinity Wealth Management, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 107,139 shares of SIZE stock, worth $14.7 Million. This represents 7.87% of its overall portfolio holdings.
Number of Shares
107,139
Previous 106,974
0.15%
Holding current value
$14.7 Million
Previous $14.1 Million
8.07%
% of portfolio
7.87%
Previous 8.44%
Shares
17 transactions
Others Institutions Holding SIZE
# of Institutions
69Shares Held
1.58MCall Options Held
2KPut Options Held
0-
Black Rock Inc. New York, NY410KShares$56.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC339KShares$46.5 Million0.0% of portfolio
-
Envestnet Asset Management Inc171KShares$23.5 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH171KShares$23.4 Million26.69% of portfolio
-
Principal Securities, Inc. Des Moines, IA74.8KShares$10.3 Million0.33% of portfolio