Trinity Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Trinity Wealth Management, LLC
- $194 Million
- Q1 2024
A detailed history of Trinity Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 155,746 shares of USMV stock, worth $13.2 Million. This represents 6.72% of its overall portfolio holdings.
Number of Shares
155,746
Previous 153,070
1.75%
Holding current value
$13.2 Million
Previous $11.9 Million
8.98%
% of portfolio
6.72%
Previous 7.15%
Shares
17 transactions
Others Institutions Holding USMV
# of Institutions
1,241Shares Held
215MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.91 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.46 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL15.9MShares$1.35 Billion0.91% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.51MShares$805 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$541 Million0.2% of portfolio