Trinity Point Wealth, LLC Spdr S&P 600 Small Cap Value E Transaction History
Trinity Point Wealth, LLC
- $595 Million
- Q1 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 7,817 shares of SLYV stock, worth $603,706. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,817
Previous 6,854
14.05%
Holding current value
$603,706
Previous $571,000
13.49%
% of portfolio
0.11%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding SLYV
# of Institutions
561Shares Held
31.2MCall Options Held
5.5KPut Options Held
100-
Bank Of America Corp Charlotte, NC2.49MShares$192 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.37MShares$106 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.33MShares$103 Million0.25% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.22MShares$94.4 Million0.03% of portfolio
-
Cerity Partners LLC New York, NY840KShares$64.9 Million0.19% of portfolio