Calton & Associates, Inc. Spdr Ssga Us Large Cap Low Vol Transaction History
Calton & Associates, Inc.
- $211 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding LGLV
# of Institutions
169Shares Held
3.6MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO616KShares$107 Million11.49% of portfolio
-
Cwm, LLC340KShares$59.2 Million0.23% of portfolio
-
Baltimore Washington Financial Advisors, Inc.276KShares$48 Million2.47% of portfolio
-
Gerber Kawasaki Wealth & Investment Management251KShares$43.7 Million1.81% of portfolio
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Congress Wealth Management LLC Boston, MA211KShares$36.8 Million0.5% of portfolio