Trevian Wealth Management LLC Spdr S&P 500 Fossil Fuel Reser Call Options Transaction History

Trevian Wealth Management LLC

$122 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPYX

# of Institutions

224

Shares Held

18.3M

Call Options Held

0

Put Options Held

225K

Windmill Hill Asset Management LTD

2.8M
Shares

$135 Million
73.93% of portfolio
Choate Investment Advisors Boston, MA

2.67M
Shares

$129 Million
3.24% of portfolio
Betterment LLC New York, NY

1.97M
Shares

$94.9 Million
0.22% of portfolio
Partners Capital Investment Group, LLP Boston, MA

907K
Shares

$43.7 Million
0.73% of portfolio
Lake Street Advisors Group, LLC

873K
Shares

$42.1 Million
1.94% of portfolio

About SPDR S&P 500 FOSSIL FUEL RESER

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