Trinity Wealth Management, LLC Spdr Portfolio Transaction History

Trinity Wealth Management, LLC

  • $218 Million
  • Q3 2024

A detailed history of Trinity Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 23,914 shares of SPMD stock, worth $1.35 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
23,914
Previous 23,441 2.02%
Holding current value
$1.35 Million
Previous $1.2 Million 8.74%
% of portfolio
0.6%
Previous 0.6%

Shares

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

Oct 18, 2024
BUY
$50.29 - $54.92 $23,787 - $25,977
473 Added 2.02%
23,914 $1.31 Million
Q2 2024

Jul 15, 2024
BUY
$49.54 - $53.39 $41,019 - $44,206
828 Added 3.66%
23,441 $1.2 Million
Q1 2024

Apr 17, 2024
BUY
$47.16 - $53.34 $35,464 - $40,111
752 Added 3.44%
22,613 $1.21 Million
Q4 2023

Jan 18, 2024
BUY
$40.76 - $49.2 $68,395 - $82,557
1,678 Added 8.31%
21,861 $1.07 Million
Q3 2023

Oct 10, 2023
BUY
$43.23 - $47.8 $872,511 - $964,747
20,183 New
20,183 $883,000

Others Institutions Holding SPMD

# of Institutions
653
Shares Held
188M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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