Baker Tilly Wealth Management, LLC Spdr Ssga Us Large Cap Low Vol Transaction History
Baker Tilly Wealth Management, LLC
- $542 Million
- Q1 2024
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
Others Institutions Holding LGLV
# of Institutions
156Shares Held
3.17MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO577KShares$87.6 Million11.59% of portfolio
-
Congress Wealth Management LLC Boston, MA314KShares$47.7 Million0.87% of portfolio
-
Gerber Kawasaki Wealth & Investment Management294KShares$44.7 Million2.5% of portfolio
-
Baltimore Washington Financial Advisors, Inc.263KShares$39.9 Million2.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC182KShares$27.7 Million0.02% of portfolio