A detailed history of Baker Tilly Wealth Management, LLC transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 10,616 shares of LGLV stock, worth $1.61 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
10,616
Previous 16,010 33.69%
Holding current value
$1.61 Million
Previous $2.32 Million 28.78%
% of portfolio
0.3%
Previous 0.39%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$144.21 - $155.74 $777,868 - $840,061
-5,394 Reduced 33.69%
10,616 $1.65 Million
Q4 2023

Jan 10, 2024

SELL
$130.07 - $145.59 $335,060 - $375,039
-2,576 Reduced 13.86%
16,010 $2.32 Million
Q3 2023

Oct 10, 2023

SELL
$133.53 - $143.85 $269,196 - $290,001
-2,016 Reduced 9.79%
18,586 $2.48 Million
Q2 2023

Jul 20, 2023

SELL
$133.6 - $140.61 $144,288 - $151,858
-1,080 Reduced 4.98%
20,602 $2.9 Million
Q1 2023

Apr 12, 2023

SELL
$130.44 - $140.63 $122,222 - $131,770
-937 Reduced 4.14%
21,682 $2.97 Million
Q3 2022

Oct 20, 2022

SELL
N/A
-30 Reduced 0.13%
22,619 $2.79 Million
Q2 2022

Jul 28, 2022

SELL
N/A
-269 Reduced 1.17%
22,649 $2.97 Million
Q1 2022

Apr 27, 2022

BUY
N/A
941 Added 4.28%
22,918 $3.29 Million
Q4 2021

Feb 08, 2022

SELL
N/A
-1,756 Reduced 7.4%
21,977 $3.31 Million
Q3 2021

Nov 02, 2021

SELL
N/A
-211 Reduced 0.88%
23,733 $3.17 Million
Q2 2021

Jul 30, 2021

SELL
N/A
-175 Reduced 0.73%
23,944 $3.19 Million
Q1 2021

Apr 28, 2021

SELL
N/A
-145 Reduced 0.6%
24,119 $3.02 Million
Q4 2020

Feb 03, 2021

BUY
N/A
24,264 New
24,264 $2.91 Million

Others Institutions Holding LGLV

About SPDR SSGA US LARGE CAP LOW VOL


  • Ticker LGLV
  • Sector ETFs
  • Industry ETFs
More about LGLV
Track This Portfolio

Track Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.