Barber Financial Group, Inc. Spdr Ssga Us Large Cap Low Vol Transaction History

Barber Financial Group, Inc.

$567 Million
Q1 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 31, 2020	SELL	$85.62 - $110.58 $211,310 - $272,911	-2,468 Closed	0 $0
Q1 2020 May 08, 2020	SELL	$76.56 - $121.5 $4.14 Million - $6.56 Million	-54,023 Reduced 95.63%	2,468 $224,000
Q4 2019 Feb 21, 2020	BUY	$108.62 - $114.28 $2.61 Million - $2.74 Million	24,006 Added 73.9%	56,491 $6.45 Million
Q3 2019 Nov 06, 2019	SELL	$110.17 - $111.99 $2.52 Million - $2.57 Million	-22,915 Reduced 41.36%	32,485 $3.62 Million
Q3 2019 Nov 05, 2019	SELL	$110.17 - $111.99 $9.21 Million - $9.36 Million	-83,576 Reduced 60.14%	55,400 $6.11 Million
Q2 2019 Aug 09, 2019	BUY	N/A	33,844 Added 32.19%	138,976 $15 Million
Q1 2019 Apr 26, 2019	BUY	N/A	105,132 New	105,132 $0

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
Sector ETFs
Industry ETFs

More about LGLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Barber Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Barber Financial Group, Inc. with notifications on news.