Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q3 2024
A detailed history of Trinity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 221,183 shares of IBTE stock, worth $5.3 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
221,183
Previous 406,275
45.56%
Holding current value
$5.3 Million
Previous $9.74 Million
45.51%
% of portfolio
2.43%
Previous 4.89%
Shares
8 transactions
Others Institutions Holding IBTE
# of Institutions
298Shares Held
89.9MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC23.9MShares$572 Million1.85% of portfolio
-
Bank Of America Corp Charlotte, NC5.24MShares$126 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.93MShares$94.1 Million1.71% of portfolio
-
Morgan Stanley New York, NY3.66MShares$87.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.22MShares$53.1 Million0.01% of portfolio