Copperwynd Financial, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Copperwynd Financial, LLC

$318 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 11, 2020	SELL	$76.56 - $121.5 $3.03 Million - $4.81 Million	-39,554 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$108.62 - $114.28 $4.3 Million - $4.52 Million	39,554 New	39,554 $4.52 Million

Others Institutions Holding LGLV

# of Institutions

162

Shares Held

3.22M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

586K
Shares

$98.9 Million
11.36% of portfolio
Gerber Kawasaki Wealth & Investment Management

320K
Shares

$54 Million
2.47% of portfolio
Congress Wealth Management LLC Boston, MA

306K
Shares

$51.6 Million
0.76% of portfolio
Baltimore Washington Financial Advisors, Inc.

273K
Shares

$46.2 Million
2.48% of portfolio
Lpl Financial LLC Fort Mill, SC

165K
Shares

$27.9 Million
0.01% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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