Trademark Financial Management, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 2024
A detailed history of Trademark Financial Management, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Trademark Financial Management, LLC holds 7,280 shares of SPYX stock, worth $341,432. This represents 0.27% of its overall portfolio holdings.
Number of Shares
7,280
Previous 7,280
-0.0%
Holding current value
$341,432
Previous $325 Million
5.94%
% of portfolio
0.27%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding SPYX
# of Institutions
213Shares Held
18MCall Options Held
0Put Options Held
0-
Windmill Hill Asset Management LTD2.8MShares$131 Million73.93% of portfolio
-
Choate Investment Advisors Boston, MA2.68MShares$126 Million3.15% of portfolio
-
Betterment LLC New York, NY1.96MShares$91.9 Million0.23% of portfolio
-
Lake Street Advisors Group, LLC873KShares$40.9 Million1.94% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA736KShares$34.5 Million0.62% of portfolio