Trinity Wealth Management, LLC Ishares Msci Usa Size Factor E Call Options Transaction History

Trinity Wealth Management, LLC

$194 Million
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SIZE

# of Institutions

69

Shares Held

1.58M

Call Options Held

2K

Put Options Held

0

Black Rock Inc. New York, NY

410K
Shares

$56.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

339K
Shares

$46.6 Million
0.0% of portfolio
Envestnet Asset Management Inc

171K
Shares

$23.5 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$23.5 Million
26.69% of portfolio
Principal Securities, Inc. Des Moines, IA

74.8K
Shares

$10.3 Million
0.33% of portfolio

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