Trinity Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Trinity Wealth Management, LLC
- $199 Million
- Q2 2024
A detailed history of Trinity Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 50,458 shares of SPDW stock, worth $1.88 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
50,458
Previous 47,189
6.93%
Holding current value
$1.88 Million
Previous $1.69 Million
4.67%
% of portfolio
0.89%
Previous 0.87%
Shares
18 transactions
Others Institutions Holding SPDW
# of Institutions
934Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.24 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.98 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.09 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.03 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$653 Million16.46% of portfolio