Trinity Wealth Management, LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History
Trinity Wealth Management, LLC
- $221 Million
- Q4 2024
A detailed history of Trinity Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P 500 Mome stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 3,593 shares of SPMO stock, worth $366,593. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,593
Previous 3,313
8.45%
Holding current value
$366,593
Previous $300,000
13.67%
% of portfolio
0.15%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding SPMO
# of Institutions
300Shares Held
20.9MCall Options Held
26.9KPut Options Held
30K-
Envestnet Asset Management Inc5.45MShares$556 Million0.16% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.94MShares$198 Million1.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$127 Million0.05% of portfolio
-
Mainstay Capital Management LLC1.22MShares$124 Million19.53% of portfolio
-
Orion Portfolio Solutions, LLC716KShares$73.1 Million0.69% of portfolio