Trinity Wealth Management, LLC Spdr Portfolio Transaction History
Trinity Wealth Management, LLC
- $194 Million
- Q1 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 22,613 shares of SPMD stock, worth $1.16 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
22,613
Previous 21,861
3.44%
Holding current value
$1.16 Million
Previous $1.07 Million
13.24%
% of portfolio
0.62%
Previous 0.64%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
591Shares Held
170MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.39 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$744 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$578 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$298 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$295 Million10.91% of portfolio