Trinity Point Wealth, LLC First Tr Vi Rba Amern Indl Ren Transaction History
Trinity Point Wealth, LLC
- $680 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding AIRR
# of Institutions
278Shares Held
20.1MCall Options Held
4.5KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC2.65MShares$211 Million0.09% of portfolio
-
Morgan Stanley New York, NY2.65MShares$211 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.79MShares$143 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.5MShares$119 Million0.01% of portfolio
-
Ubs Group Ag861KShares$68.6 Million0.01% of portfolio