Trinity Point Wealth, LLC Ishares Tr Transaction History
Trinity Point Wealth, LLC
- $595 Million
- Q1 2024
A detailed history of Trinity Point Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 3,358 shares of ITA stock, worth $444,599. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,358
Previous 3,384
0.77%
Holding current value
$444,599
Previous $428,000
3.5%
% of portfolio
0.07%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding ITA
# of Institutions
648Shares Held
24.7MCall Options Held
673KPut Options Held
275K-
Bank Of America Corp Charlotte, NC9.12MShares$1.21 Billion0.11% of portfolio
-
Morgan Stanley New York, NY1.97MShares$261 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC874KShares$116 Million0.06% of portfolio
-
Global Assets Advisory, LLC Orlando, FL844KShares$112 Million0.29% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN742KShares$98.2 Million0.03% of portfolio