Signal Advisors Wealth, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Signal Advisors Wealth, LLC

$1.02 Trillion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	SELL	$164.89 - $177.66 $329 - $355	-2 Reduced 0.13%	1,571 $260 Million
Q3 2024 Oct 15, 2024	BUY	$151.63 - $169.74 $238,513 - $267,001	1,573 New	1,573 $266 Million

Others Institutions Holding LGLV

# of Institutions

185

Shares Held

4.41M

Call Options Held

0

Put Options Held

0

Cwm, LLC

815K
Shares

$140 Million
0.57% of portfolio
Syntegra Private Wealth Group, LLC Chesterfield, MO

646K
Shares

$111 Million
13.15% of portfolio
Baltimore Washington Financial Advisors, Inc.

276K
Shares

$47.5 Million
2.66% of portfolio
Gerber Kawasaki Wealth & Investment Management

261K
Shares

$45 Million
2.06% of portfolio
Congress Wealth Management LLC Boston, MA

207K
Shares

$35.6 Million
0.46% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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