Trinity Wealth Management, LLC Ishares Msci Usa Size Factor E Transaction History
Trinity Wealth Management, LLC
- $248 Million
- Q2 2025
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 115,036 shares of SIZE stock, worth $18 Million. This represents 7.18% of its overall portfolio holdings.
Number of Shares
115,036
Previous 112,453
2.3%
Holding current value
$18 Million
Previous $16.3 Million
9.38%
% of portfolio
7.18%
Previous 7.44%
Shares
22 transactions
Others Institutions Holding SIZE
# of Institutions
76Shares Held
1.82MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC475KShares$74.1 Million0.01% of portfolio
-
Black Rock Inc. New York, NY429KShares$67 Million0.0% of portfolio
-
Envestnet Asset Management Inc180KShares$28.2 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH168KShares$26.2 Million26.26% of portfolio
-
Principal Securities, Inc. Des Moines, IA93.4KShares$14.6 Million0.31% of portfolio