Tria Gen Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History

Tria Gen Wealth Management LLC

  • $273 Million
  • Q3 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 1,253 shares of SPY stock, worth $733,944. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,253
Previous 1,159 8.11%
Holding current value
$733,944
Previous $630,000 14.13%
% of portfolio
0.26%
Previous 0.26%

Shares

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

Oct 18, 2024
BUY
$517.38 - $573.86 $48,633 - $53,942
94 Added 8.11%
1,253 $719,000
Q1 2024

Apr 23, 2024
SELL
$467.28 - $523.17 $20,093 - $22,496
-43 Reduced 3.58%
1,159 $606,000
Q2 2023

Aug 08, 2023
SELL
$404.36 - $443.28 $40,436 - $44,328
-100 Reduced 7.68%
1,202 $532,000
Q1 2023

Apr 24, 2023
SELL
$379.5 - $416.78 $35,293 - $38,760
-93 Reduced 6.67%
1,302 $533,000
Q3 2022

Oct 21, 2022
SELL
$357.18 - $429.7 $173,232 - $208,404
-485 Reduced 25.8%
1,395 $498,000
Q1 2022

Apr 29, 2022
SELL
$416.25 - $477.71 $83,250 - $95,542
-200 Reduced 9.62%
1,880 $849,000
Q2 2021

Aug 02, 2021
BUY
$400.61 - $428.06 $57,287 - $61,212
143 Added 7.38%
2,080 $912,000
Q1 2021

Apr 26, 2021
SELL
$368.79 - $397.26 $498,972 - $537,492
-1,353 Reduced 41.12%
1,937 $768,000
Q4 2020

Feb 02, 2021
BUY
$326.54 - $373.88 $1.07 Million - $1.23 Million
3,290 New
3,290 $1.23 Million

Others Institutions Holding SPY

# of Institutions
4,544
Shares Held
592M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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