Concord Wealth Partners Spdr Ssga Us Large Cap Low Vol Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 27, 2023	BUY	$122.6 - $141.03 $7,110 - $8,179	58 New	58 $7,000

Others Institutions Holding LGLV

# of Institutions

159

Shares Held

3.58M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

610K
Shares

$101 Million
11.93% of portfolio
Cwm, LLC

318K
Shares

$52.8 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

274K
Shares

$45.5 Million
2.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$39.6 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$35.2 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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