Trevian Wealth Management LLC Spdr Portfolio S&P 1500 Compos Transaction History

Trevian Wealth Management LLC

  • $136 Million
  • Q4 2024

A detailed history of Trevian Wealth Management LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Trevian Wealth Management LLC holds 2,927 shares of SPTM stock, worth $196,196. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,927
Previous 2,927 -0.0%
Holding current value
$196,196
Previous $205,000 1.95%
% of portfolio
0.15%
Previous 0.17%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$63.28 - $70.06 $185,220 - $205,065
2,927 New
2,927 $205,000

Others Institutions Holding SPTM

# of Institutions
679
Shares Held
93.7M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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