Trinity Wealth Management, LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History
Trinity Wealth Management, LLC
- $194 Million
- Q1 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 3,364 shares of SPMO stock, worth $308,276. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,364
Previous 3,775
10.89%
Holding current value
$308,276
Previous $247,000
8.91%
% of portfolio
0.14%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding SPMO
# of Institutions
144Shares Held
11.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4MShares$367 Million0.12% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.65MShares$152 Million1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC845KShares$77.4 Million0.04% of portfolio
-
Trilogy Capital Inc.591KShares$54.2 Million2.8% of portfolio
-
Orion Portfolio Solutions, LLC574KShares$52.6 Million0.52% of portfolio