Trinity Point Wealth, LLC Spdr Portfolio S&P 500 Value E Transaction History
Trinity Point Wealth, LLC
- $680 Million
- Q3 2024
A detailed history of Trinity Point Wealth, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 10,898 shares of SPYV stock, worth $573,016. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,898
Previous 9,840
10.75%
Holding current value
$573,016
Previous $479,000
20.25%
% of portfolio
0.08%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding SPYV
# of Institutions
1,028Shares Held
419MCall Options Held
352KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.03 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.06 Billion0.95% of portfolio
-
Allworth Financial LP20.4MShares$1.07 Billion6.01% of portfolio
-
Envestnet Asset Management Inc12.6MShares$661 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$504 Million0.04% of portfolio