Trevian Wealth Management LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

Trevian Wealth Management LLC

  • $136 Million
  • Q4 2024

A detailed history of Trevian Wealth Management LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Trevian Wealth Management LLC holds 15,508 shares of SPYX stock, worth $774,934. This represents 0.55% of its overall portfolio holdings.

Number of Shares
15,508
Previous 15,485 0.15%
Holding current value
$774,934
Previous $732,000 2.05%
% of portfolio
0.55%
Previous 0.6%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$46.53 - $49.91 $1,070 - $1,147
23 Added 0.15%
15,508 $747,000
Q2 2024

Jul 15, 2024
BUY
$40.47 - $44.95 $51,396 - $57,086
1,270 Added 8.93%
15,485 $691,000
Q1 2024

Apr 26, 2024
BUY
$38.19 - $42.8 $542,870 - $608,402
14,215 New
14,215 $608,000

Others Institutions Holding SPYX

# of Institutions
224
Shares Held
18.3M
Call Options Held
0
Put Options Held
225K
View Full List

About SPDR S&P 500 FOSSIL FUEL RESER

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