Trevian Wealth Management LLC Spdr Portfolio S&P 1500 Compos Transaction History
Trevian Wealth Management LLC
- $122 Million
- Q3 2024
A detailed history of Trevian Wealth Management LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Trevian Wealth Management LLC holds 2,927 shares of SPTM stock, worth $213,378. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,927Holding current value
$213,378% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
629Shares Held
85.1MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$636 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$256 Million1.82% of portfolio
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Cwm, LLC3.4MShares$248 Million1.02% of portfolio
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Private Advisor Group, LLC2.95MShares$215 Million1.32% of portfolio
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Envestnet Asset Management Inc2.67MShares$195 Million0.06% of portfolio