Cmc Financial Group Spdr Ssga Us Large Cap Low Vol Transaction History

Cmc Financial Group

$67.7 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 13, 2020	SELL	N/A	-3,055 Closed	0 $0
Q1 2020 May 06, 2020	SELL	N/A	-594 Reduced 16.28%	3,055 $277,000
Q4 2019 Feb 07, 2020	BUY	N/A	3,649 New	3,649 $417,000

Others Institutions Holding LGLV

# of Institutions

155

Shares Held

3.14M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

577K
Shares

$90.5 Million
11.59% of portfolio
Congress Wealth Management LLC Boston, MA

314K
Shares

$49.3 Million
0.87% of portfolio
Gerber Kawasaki Wealth & Investment Management

294K
Shares

$46.2 Million
2.5% of portfolio
Baltimore Washington Financial Advisors, Inc.

263K
Shares

$41.3 Million
2.61% of portfolio
Lpl Financial LLC Fort Mill, SC

182K
Shares

$28.6 Million
0.02% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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