Trinity Point Wealth, LLC Spdr Portfolio S&P 500 Value E Transaction History
Trinity Point Wealth, LLC
- $629 Million
- Q2 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 9,840 shares of SPYV stock, worth $517,977. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,840
Previous 9,115
7.95%
Holding current value
$517,977
Previous $456,000
5.04%
% of portfolio
0.08%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
937Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.96 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.89 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.04 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$468 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$387 Million6.14% of portfolio