Trinity Point Wealth, LLC Spdr S&P 600 Small Cap Value E Transaction History
Trinity Point Wealth, LLC
- $689 Million
- Q4 2024
A detailed history of Trinity Point Wealth, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 10,792 shares of SLYV stock, worth $879,548. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,792
Previous 9,288
16.19%
Holding current value
$879,548
Previous $806,000
16.75%
% of portfolio
0.14%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding SLYV
# of Institutions
629Shares Held
31.6MCall Options Held
6.4KPut Options Held
600-
Bank Of America Corp Charlotte, NC2.68MShares$218 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.52MShares$124 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.3MShares$106 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA923KShares$75.2 Million13.81% of portfolio
-
Cerity Partners LLC New York, NY919KShares$74.9 Million0.18% of portfolio