Trinity Point Wealth, LLC Spdr S&P Software & Services E Call Options Transaction History
Trinity Point Wealth, LLC
- $689 Million
- Q4 2024
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding XSW
# of Institutions
120Shares Held
1.35MCall Options Held
2.1KPut Options Held
200- 
    
      Bank Of America Corp Charlotte, NC386KShares$77.3 Million0.01% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC124KShares$24.8 Million0.01% of portfolio
- 
    
      Morgan Stanley New York, NY116KShares$23.3 Million0.0% of portfolio
- 
    
      Mc Guire Investment Group, LLC66.8KShares$13.4 Million1.62% of portfolio
- 
    
      Kingsview Wealth Management, LLC Grants Pass, OR53.7KShares$10.7 Million0.19% of portfolio