Trinity Point Wealth, LLC First Tr Vi Rba Amern Indl Ren Transaction History
Trinity Point Wealth, LLC
- $689 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding AIRR
# of Institutions
353Shares Held
33.3MCall Options Held
13KPut Options Held
200-
Bank Of America Corp Charlotte, NC5.85MShares$508 Million0.03% of portfolio
-
Morgan Stanley New York, NY4.17MShares$362 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC3.35MShares$292 Million0.09% of portfolio
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Ubs Group Ag1.8MShares$157 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.63MShares$142 Million0.04% of portfolio