Trinity Point Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History
Trinity Point Wealth, LLC
- $689 Million
- Q4 2024
A detailed history of Trinity Point Wealth, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 163,037 shares of SPGP stock, worth $16.1 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
163,037
Previous 160,391
1.65%
Holding current value
$16.1 Million
Previous $16.8 Million
1.85%
% of portfolio
2.48%
Previous 2.47%
Shares
8 transactions
Others Institutions Holding SPGP
# of Institutions
360Shares Held
27.3MCall Options Held
3.1KPut Options Held
1K-
Morgan Stanley New York, NY3.67MShares$364 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.21MShares$318 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.67MShares$166 Million0.07% of portfolio
-
Retirement Planning Group1.42MShares$140 Million8.95% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.4MShares$138 Million0.2% of portfolio