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 $17.2 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
163,037
Previous 160,391
1.65%
Holding current value
$17.2 Million
Previous $16.8 Million
1.85%
% of portfolio
2.48%
Previous 2.47%
Shares
8 transactions
Others Institutions Holding SPGP
# of Institutions
355Shares Held
28MCall Options Held
3.1KPut Options Held
1K-
Morgan Stanley New York, NY3.67MShares$387 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.21MShares$339 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.67MShares$176 Million0.07% of portfolio
-
Retirement Planning Group1.42MShares$149 Million8.95% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.4MShares$147 Million0.2% of portfolio