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

Trinity Wealth Management, LLC

$221 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SIZE

# of Institutions

73

Shares Held

1.75M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

429K
Shares

$65.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

424K
Shares

$64.5 Million
0.01% of portfolio
Envestnet Asset Management Inc

184K
Shares

$27.9 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

163K
Shares

$24.9 Million
25.31% of portfolio
Principal Securities, Inc. Des Moines, IA

93.4K
Shares

$14.2 Million
0.31% of portfolio

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