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

Arete Wealth Advisors, LLC

$1.22 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 09, 2020	SELL	$101.36 - $112.97 $266,272 - $296,772	-2,627 Closed	0 $0
Q2 2020 Aug 11, 2020	SELL	$85.62 - $110.58 $2.35 Million - $3.04 Million	-27,502 Reduced 91.28%	2,627 $268,000
Q1 2020 May 14, 2020	SELL	$76.56 - $121.5 $160,776 - $255,150	-2,100 Reduced 6.52%	30,129 $2.73 Million
Q4 2019 Feb 14, 2020	BUY	$108.62 - $114.28 $209,310 - $220,217	1,927 Added 6.36%	32,229 $3.68 Million
Q3 2019 Nov 13, 2019	BUY	$110.17 - $111.99 $301,094 - $306,068	2,733 Added 9.91%	30,302 $3.38 Million
Q2 2019 Aug 14, 2019	BUY	N/A	8,807 Added 46.94%	27,569 $2.97 Million
Q1 2019 May 15, 2019	BUY	N/A	11,338 Added 152.72%	18,762 $1.88 Million
Q4 2018 Feb 14, 2019	BUY	N/A	7,424 New	7,424 $661,000

Others Institutions Holding LGLV

# of Institutions

162

Shares Held

3.22M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

586K
Shares

$98.9 Million
11.36% of portfolio
Gerber Kawasaki Wealth & Investment Management

320K
Shares

$54 Million
2.47% of portfolio
Congress Wealth Management LLC Boston, MA

306K
Shares

$51.6 Million
0.76% of portfolio
Baltimore Washington Financial Advisors, Inc.

273K
Shares

$46.2 Million
2.48% of portfolio
Lpl Financial LLC Fort Mill, SC

165K
Shares

$27.9 Million
0.01% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

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