Asset Dedication, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Asset Dedication, LLC

$1.43 Billion
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 23, 2019	SELL	N/A	-31 Closed	0 $0
Q1 2019 Apr 19, 2019	BUY	N/A	31 New	31 $3,000
Q4 2018 Feb 12, 2019	SELL	N/A	-31 Closed	0 $0
Q3 2018 Oct 26, 2018	BUY	N/A	31 New	31 $3,000

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

Ticker LGLV
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