Trinity Point Wealth, LLC Spdr Portfolio Transaction History
Trinity Point Wealth, LLC
- $689 Million
- Q4 2024
A detailed history of Trinity Point Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 10,372 shares of SPYG stock, worth $1.09 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,372
Previous 9,126
13.65%
Holding current value
$1.09 Million
Previous $756,000
20.5%
% of portfolio
0.13%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding SPYG
# of Institutions
1,315Shares Held
318MCall Options Held
342KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.97 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2.02 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.19 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.07 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.03 Billion0.24% of portfolio