Congress Wealth Management LLC Spdr Ssga Us Large Cap Low Vol Call Options Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding LGLV

# of Institutions

167

Shares Held

3.59M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

616K
Shares

$105 Million
11.49% of portfolio
Cwm, LLC

340K
Shares

$58.2 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

276K
Shares

$47.2 Million
2.47% of portfolio
Gerber Kawasaki Wealth & Investment Management

251K
Shares

$43 Million
1.81% of portfolio
State Street Corp Boston, MA

185K
Shares

$31.6 Million
0.0% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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