Trinity Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Trinity Wealth Management, LLC
- $194 Million
- Q1 2024
A detailed history of Trinity Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 16,970 shares of SPSM stock, worth $702,897. This represents 0.38% of its overall portfolio holdings.
Number of Shares
16,970
Previous 16,392
3.53%
Holding current value
$702,897
Previous $691,000
5.64%
% of portfolio
0.38%
Previous 0.41%
Shares
17 transactions
Others Institutions Holding SPSM
# of Institutions
806Shares Held
186MCall Options Held
91.7KPut Options Held
2.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.6MShares$893 Million2.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$720 Million0.41% of portfolio
-
Betterment LLC New York, NY13.2MShares$545 Million1.52% of portfolio
-
Bank Of America Corp Charlotte, NC6.93MShares$287 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.14MShares$254 Million0.07% of portfolio