Acg Wealth Spdr Ssga Us Large Cap Low Vol Transaction History

Acg Wealth

$437 Million
Q3 2022

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	BUY	N/A	160 New	160 $21,000
Q3 2020 Nov 12, 2020	SELL	N/A	-10,995 Closed	0 $0
Q2 2020 Oct 07, 2020	BUY	N/A	3,825 Added 53.35%	10,995 $1.12 Million
Q1 2020 Oct 07, 2020	BUY	N/A	7,170 New	7,170 $650,000

Others Institutions Holding LGLV

# of Institutions

156

Shares Held

3.17M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

577K
Shares

$87.8 Million
11.59% of portfolio
Congress Wealth Management LLC Boston, MA

314K
Shares

$47.8 Million
0.87% of portfolio
Gerber Kawasaki Wealth & Investment Management

294K
Shares

$44.8 Million
2.5% of portfolio
Baltimore Washington Financial Advisors, Inc.

263K
Shares

$40 Million
2.61% of portfolio
Lpl Financial LLC Fort Mill, SC

182K
Shares

$27.7 Million
0.02% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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