Trinity Point Wealth, LLC Spdr Index Shs Fds S Spdr Port Transaction History
Trinity Point Wealth, LLC
- $689 Million
- Q4 2024
A detailed history of Trinity Point Wealth, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 62,389 shares of SPGM stock, worth $3.94 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
62,389
Previous 61,098
2.11%
Holding current value
$3.94 Million
Previous $3.96 Million
0.15%
% of portfolio
0.57%
Previous 0.58%
Shares
5 transactions
Others Institutions Holding SPGM
# of Institutions
141Shares Held
10.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.28MShares$144 Million0.06% of portfolio
-
Sequoia Financial Advisors, LLC1.32MShares$83.2 Million0.72% of portfolio
-
Private Advisor Group, LLC796KShares$50.3 Million0.29% of portfolio
-
Mariner, LLC Overland Park, KS504KShares$31.9 Million0.05% of portfolio
-
Independent Advisor Alliance465KShares$29.4 Million0.41% of portfolio