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

75

Shares Held

1.86M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

496K
Shares

$79.7 Million
0.01% of portfolio
Black Rock Inc. New York, NY

429K
Shares

$69 Million
0.0% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

168K
Shares

$26.9 Million
26.26% of portfolio
Strategic Financial Services, Inc, Utica, NY

104K
Shares

$16.6 Million
0.87% of portfolio
Envestnet Asset Management Inc

84.8K
Shares

$13.6 Million
0.0% of portfolio

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