Trevian Wealth Management LLC Spdr S&P 500 Fossil Fuel Reser Transaction History
Trevian Wealth Management LLC
- $20.1 Million
- Q2 2024
A detailed history of Trevian Wealth Management LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Trevian Wealth Management LLC holds 15,485 shares of SPYX stock, worth $695,741. This represents 3.44% of its overall portfolio holdings.
Number of Shares
15,485
Previous 14,215
8.93%
Holding current value
$695,741
Previous $608,000
13.65%
% of portfolio
3.44%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding SPYX
# of Institutions
209Shares Held
18.6MCall Options Held
0Put Options Held
0-
Windmill Hill Asset Management LTD3.96MShares$178 Million75.26% of portfolio
-
Choate Investment Advisors Boston, MA2.75MShares$124 Million3.19% of portfolio
-
Betterment LLC New York, NY2.12MShares$95.1 Million0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC589KShares$26.5 Million0.01% of portfolio
-
Lake Street Advisors Group, LLC470KShares$21.1 Million0.95% of portfolio