Ci Private Wealth, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Ci Private Wealth, LLC

$69.4 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	SELL	$130.07 - $145.59 $26,404 - $29,554	-203 Reduced 12.52%	1,418 $205,000
Q3 2023 Nov 03, 2023	BUY	$133.53 - $143.85 $216,452 - $233,180	1,621 New	1,621 $216,000

Others Institutions Holding LGLV

# of Institutions

155

Shares Held

3.44M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

616K
Shares

$104 Million
11.49% of portfolio
Cwm, LLC

318K
Shares

$53.8 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

276K
Shares

$46.6 Million
2.47% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$40.4 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$35.9 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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