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

Trinity Wealth Management, LLC

$218 Million
Q3 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

72

Shares Held

1.67M

Call Options Held

0

Put Options Held

1.2K

Black Rock Inc. New York, NY

429K
Shares

$67.8 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

342K
Shares

$53.9 Million
0.0% of portfolio
Envestnet Asset Management Inc

183K
Shares

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

171K
Shares

$27 Million
26.69% of portfolio
Principal Securities, Inc. Des Moines, IA

90.8K
Shares

$14.3 Million
0.33% of portfolio

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