Trinity Point Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History
Trinity Point Wealth, LLC
- $595 Million
- Q1 2024
A detailed history of Trinity Point Wealth, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 122,149 shares of SPGP stock, worth $12.6 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
122,149
Previous 113,895
7.25%
Holding current value
$12.6 Million
Previous $11.2 Million
16.49%
% of portfolio
2.19%
Previous 2.05%
Shares
5 transactions
Others Institutions Holding SPGP
# of Institutions
334Shares Held
33.4MCall Options Held
1.3KPut Options Held
900-
Morgan Stanley New York, NY4.8MShares$493 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.53MShares$363 Million0.21% of portfolio
-
Envestnet Asset Management Inc2.31MShares$238 Million0.09% of portfolio
-
Fifth Third Bancorp1.3MShares$133 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC1.27MShares$130 Million0.01% of portfolio