Trinity Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Trinity Wealth Management, LLC
- $221 Million
- Q4 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 164,705 shares of USMV stock, worth $15.4 Million. This represents 6.62% of its overall portfolio holdings.
Number of Shares
164,705
Previous 159,794
3.07%
Holding current value
$15.4 Million
Previous $14.6 Million
0.23%
% of portfolio
6.62%
Previous 6.69%
Shares
20 transactions
Others Institutions Holding USMV
# of Institutions
1,391Shares Held
200MCall Options Held
8.5KPut Options Held
33.9K-
Morgan Stanley New York, NY16.7MShares$1.57 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$1.48 Billion0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.2MShares$1.24 Billion0.45% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$961 Million0.58% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.18MShares$579 Million0.37% of portfolio