Carolinas Wealth Consulting LLC Spdr Ssga Us Large Cap Low Vol Transaction History
Carolinas Wealth Consulting LLC
- $542 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding LGLV
# of Institutions
162Shares Held
3.22MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO586KShares$98.9 Million11.36% of portfolio
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Gerber Kawasaki Wealth & Investment Management320KShares$54 Million2.47% of portfolio
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Congress Wealth Management LLC Boston, MA306KShares$51.6 Million0.76% of portfolio
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Baltimore Washington Financial Advisors, Inc.273KShares$46.2 Million2.48% of portfolio
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Lpl Financial LLC Fort Mill, SC165KShares$27.9 Million0.01% of portfolio