Trinity Wealth Management, LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q3 2024
A detailed history of Trinity Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P 500 Mome stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 3,313 shares of SPMO stock, worth $300,886. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,313
Previous 3,313
-0.0%
Holding current value
$300,886
Previous $289,000
3.81%
% of portfolio
0.14%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding SPMO
# of Institutions
196Shares Held
17.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.46MShares$496 Million0.17% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA2.14MShares$195 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.13MShares$103 Million0.05% of portfolio
-
Orion Portfolio Solutions, LLC734KShares$66.7 Million0.72% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ686KShares$62.3 Million0.15% of portfolio