Doyle Wealth Management Spdr Ssga Us Large Cap Low Vol Transaction History

Doyle Wealth Management

$1.16 Billion
Q3 2022

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 05, 2019	SELL	$110.17 - $111.99 $38,559 - $39,196	-350 Closed	0 $0
Q2 2019 Aug 15, 2019	BUY	N/A	350 New	350 $38,000
Q1 2019 May 13, 2019	SELL	N/A	-350 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	N/A	350 New	350 $31,000

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

$108 Million
11.93% of portfolio
Cwm, LLC

318K
Shares

$56.5 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

274K
Shares

$48.7 Million
2.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$42.4 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$37.7 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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