Baker Tilly Wealth Management, LLC Spdr Ssga Us Large Cap Low Vol Transaction History
Baker Tilly Wealth Management, LLC
- $239 Million
- Q2 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 2,407 shares of LGLV stock, worth $400,380. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,407
Previous 10,616
77.33%
Holding current value
$400,380
Previous $1.65 Million
77.8%
% of portfolio
0.15%
Previous 0.3%
Shares
14 transactions
Others Institutions Holding LGLV
# of Institutions
161Shares Held
3.22MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO586KShares$97.4 Million11.36% of portfolio
-
Gerber Kawasaki Wealth & Investment Management320KShares$53.2 Million2.47% of portfolio
-
Congress Wealth Management LLC Boston, MA306KShares$50.8 Million0.76% of portfolio
-
Baltimore Washington Financial Advisors, Inc.273KShares$45.5 Million2.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC165KShares$27.5 Million0.01% of portfolio