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

Trinity Wealth Management, LLC

$248 Million
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SIZE

# of Institutions

77

Shares Held

1.86M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

496K
Shares

$77.1 Million
0.01% of portfolio
Black Rock Inc. New York, NY

429K
Shares

$66.7 Million
0.0% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

168K
Shares

$26 Million
26.26% of portfolio
Strategic Financial Services, Inc, Utica, NY

104K
Shares

$16.1 Million
0.87% of portfolio
Envestnet Asset Management Inc

84.8K
Shares

$13.2 Million
0.0% of portfolio

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