Client 1 St Advisory Group, LLC Spdr Ssga Us Large Cap Low Vol Transaction History
Client 1 St Advisory Group, LLC
- $271 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding LGLV
# of Institutions
193Shares Held
4.95MCall 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
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Congress Wealth Management LLC Boston, MA207KShares$36.2 Million0.46% of portfolio