Fortis Group Advisors, LLC Spdr Ssga Us Large Cap Low Vol Transaction History
Fortis Group Advisors, LLC
- $541 Billion
- Q3 2024
A detailed history of Fortis Group Advisors, LLC transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 7,245 shares of LGLV stock, worth $1.2 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
7,245
Previous 7,412
2.25%
Holding current value
$1.2 Million
Previous $1.13 Billion
8.41%
% of portfolio
0.23%
Previous 0.22%
Shares
7 transactions
Others Institutions Holding LGLV
# of Institutions
159Shares Held
3.58MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO610KShares$101 Million11.93% of portfolio
-
Cwm, LLC318KShares$52.8 Million0.23% of portfolio
-
Baltimore Washington Financial Advisors, Inc.274KShares$45.5 Million2.58% of portfolio
-
Gerber Kawasaki Wealth & Investment Management239KShares$39.6 Million1.87% of portfolio
-
Congress Wealth Management LLC Boston, MA212KShares$35.2 Million0.5% of portfolio