Trinity Point Wealth, LLC Ishares U S ETF Tr Int Rate He Transaction History
Trinity Point Wealth, LLC
- $689 Million
- Q4 2024
A detailed history of Trinity Point Wealth, LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 6,759 shares of LQDH stock, worth $622,774. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,759
Previous 9,729
30.53%
Holding current value
$622,774
Previous $905,000
30.83%
% of portfolio
0.09%
Previous 0.13%
Shares
13 transactions
Others Institutions Holding LQDH
# of Institutions
99Shares Held
3.38MCall Options Held
0Put Options Held
0-
Destination Wealth Management789KShares$72.7 Million2.31% of portfolio
-
Bank Of America Corp Charlotte, NC309KShares$28.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC248KShares$22.8 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX226KShares$20.8 Million1.88% of portfolio
-
Leo Brokerage, LLC187KShares$17.3 Million1.99% of portfolio