Financial Advocates Investment Management Spdr Ssga Us Large Cap Low Vol Transaction History

Financial Advocates Investment Management

$1.59 Billion
Q2 2024

A detailed history of Financial Advocates Investment Management transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Financial Advocates Investment Management holds 7,165 shares of LGLV stock, worth $1.21 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,165

Previous 7,137 0.39%

Holding current value

$1.21 Million

Previous $1.11 Million 1.62%

% of portfolio

0.07%

Previous 0.06%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$147.68 - $155.59 $4,135 - $4,356	28 Added 0.39%	7,165 $1.09 Million
Q1 2024 May 01, 2024	SELL	$144.21 - $155.74 $31,437 - $33,951	-218 Reduced 2.96%	7,137 $1.11 Million
Q4 2023 Feb 08, 2024	BUY	$130.07 - $145.59 $65,425 - $73,231	503 Added 7.34%	7,355 $1.07 Million
Q3 2023 Oct 27, 2023	BUY	$133.53 - $143.85 $52,744 - $56,820	395 Added 6.12%	6,852 $914,000
Q2 2023 Aug 07, 2023	BUY	$133.6 - $140.61 $44,088 - $46,401	330 Added 5.39%	6,457 $907,000
Q1 2023 May 11, 2023	BUY	$130.44 - $140.63 $56,610 - $61,033	434 Added 7.62%	6,127 $838,000
Q4 2022 Feb 14, 2023	BUY	$122.6 - $141.03 $325,870 - $374,857	2,658 Added 87.58%	5,693 $772,000
Q3 2022 Nov 14, 2022	BUY	$123.39 - $143.89 $370 - $431	3 Added 0.1%	3,035 $374,000
Q2 2022 Aug 12, 2022	SELL	$124.76 - $146.81 $14,347 - $16,883	-115 Reduced 3.65%	3,032 $397,000
Q1 2022 May 11, 2022	SELL	$132.75 - $149.18 $21,107 - $23,719	-159 Reduced 4.81%	3,147 $452,000
Q4 2021 Feb 14, 2022	SELL	$133.85 - $150.71 $216,703 - $243,999	-1,619 Reduced 32.87%	3,306 $498,000
Q3 2021 Nov 04, 2021	SELL	$133.4 - $142.58 $23,745 - $25,379	-178 Reduced 3.49%	4,925 $657,000
Q2 2021 Aug 03, 2021	BUY	$126.3 - $135.02 $54,182 - $57,923	429 Added 9.18%	5,103 $679,000
Q1 2021 May 10, 2021	BUY	$115.39 - $126.42 $56,310 - $61,692	488 Added 11.66%	4,674 $586,000
Q4 2020 Feb 12, 2021	BUY	$105.25 - $120.39 $79,358 - $90,774	754 Added 21.97%	4,186 $502,000
Q3 2020 Nov 04, 2020	BUY	$101.36 - $112.97 $347,867 - $387,713	3,432 New	3,432 $372,000

Others Institutions Holding LGLV

# of Institutions

162

Shares Held

3.22M

Call Options Held

Put Options Held

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About SPDR SSGA US LARGE CAP LOW VOL

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Financial Advocates Investment Management Spdr Ssga Us Large Cap Low Vol Transaction History