Creative Planning Spdr Ssga Us Large Cap Low Vol Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 26, 2019	SELL	N/A	-5,827 Closed	0 $0
Q1 2019 Apr 24, 2019	BUY	N/A	5,827 New	5,827 $585,000

Others Institutions Holding LGLV

# of Institutions

160

Shares Held

3.54M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

610K
Shares

$103 Million
11.93% of portfolio
Cwm, LLC

318K
Shares

$53.6 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

274K
Shares

$46.2 Million
2.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$40.2 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$35.8 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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