Trinity Point Wealth, LLC Ishares Russell2000 Val ETF Transaction History
Trinity Point Wealth, LLC
- $680 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding IWN
# of Institutions
1,021Shares Held
61.2MCall Options Held
840KPut Options Held
134K-
Bank Of America Corp Charlotte, NC6.67MShares$1.18 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.91MShares$868 Million0.06% of portfolio
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Tiaa Trust, National Association Charlotte, NC2.63MShares$466 Million1.24% of portfolio
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Tiaa, Fsb St. Louis, MO2.5MShares$442 Million1.27% of portfolio
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Jones Financial Companies Lllp2.48MShares$438 Million0.44% of portfolio