Caliber Wealth Management, LLC / Ks Spdr Ssga Us Large Cap Low Vol Transaction History
Caliber Wealth Management, LLC / Ks
- $930 Billion
- Q2 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 11,309 shares of LGLV stock, worth $1.98 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
11,309
Previous 14,541
22.23%
Holding current value
$1.98 Million
Previous $2.53 Billion
21.97%
% of portfolio
0.21%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding LGLV
# of Institutions
194Shares Held
4.94MCall Options Held
0Put Options Held
0-
Cwm, LLC1.38MShares$242 Million0.85% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO699KShares$122 Million12.45% of portfolio
-
Baltimore Washington Financial Advisors, Inc.276KShares$48.3 Million2.66% of portfolio
-
Gerber Kawasaki Wealth & Investment Management261KShares$45.7 Million2.06% of portfolio
-
Congress Wealth Management LLC Boston, MA207KShares$36.2 Million0.46% of portfolio