Trajan Wealth LLC Spinnaker ETF Ser Trajan Wealt Transaction History

Trajan Wealth LLC

  • $1.7 Trillion
  • Q3 2024

A detailed history of Trajan Wealth LLC transactions in Spinnaker ETF Ser Trajan Wealt stock. As of the latest transaction made, Trajan Wealth LLC holds 3,197,420 shares of TWIO stock, worth $29.1 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares
3,197,420
Previous 3,322,098 3.75%
Holding current value
$29.1 Million
Previous $29.5 Billion 1.34%
% of portfolio
1.76%
Previous 1.9%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$8.87 - $9.46 $1.11 Million - $1.18 Million
-124,678 Reduced 3.75%
3,197,420 $29.9 Billion
Q2 2024

Jul 26, 2024
SELL
$8.69 - $9.04 $2.07 Million - $2.16 Million
-238,403 Reduced 6.7%
3,322,098 $29.5 Billion
Q1 2024

May 14, 2024
BUY
$8.64 - $9.07 $30.8 Million - $32.3 Million
3,560,501 New
3,560,501 $31.9 Billion

Others Institutions Holding TWIO

# of Institutions
7
Shares Held
3.33M
Call Options Held
0
Put Options Held
0
View Full List

About SPINNAKER ETF SER TRAJAN WEALT

TWIO Quotes by TradingView
  • Ticker TWIO
More about TWIO
Track This Portfolio

Track Trajan Wealth LLC Portfolio

Follow Trajan Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trajan Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trajan Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email