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

Trinity Wealth Management, LLC

$248 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SIZE

# of Institutions

76

Shares Held

1.83M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

475K
Shares

$75.6 Million
0.01% of portfolio
Black Rock Inc. New York, NY

429K
Shares

$68.4 Million
0.0% of portfolio
Envestnet Asset Management Inc

180K
Shares

$28.8 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

168K
Shares

$26.7 Million
26.26% of portfolio
Principal Securities, Inc. Des Moines, IA

93.4K
Shares

$14.9 Million
0.31% of portfolio

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