Trinity Point Wealth, LLC Spdr Index Shs Fds S Spdr Port Transaction History
Trinity Point Wealth, LLC
- $680 Million
- Q3 2024
A detailed history of Trinity Point Wealth, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 61,098 shares of SPGM stock, worth $3.84 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
61,098
Previous 60,516
0.96%
Holding current value
$3.84 Million
Previous $3.68 Million
7.59%
% of portfolio
0.58%
Previous 0.59%
Shares
4 transactions
Others Institutions Holding SPGM
# of Institutions
140Shares Held
9.76MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.28MShares$143 Million0.07% of portfolio
-
Sequoia Financial Advisors, LLC1.31MShares$82.4 Million0.95% of portfolio
-
Private Advisor Group, LLC843KShares$52.9 Million0.35% of portfolio
-
Mariner, LLC Overland Park, KS418KShares$26.2 Million0.05% of portfolio
-
Legal & General Group PLC London, X0380KShares$23.8 Million0.01% of portfolio