First Republic Investment Management, Inc. Spdr Ssga Us Large Cap Low Vol Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 28, 2023	SELL	$133.6 - $140.61 $6,145 - $6,468	-46 Reduced 2.95%	1,514 $212,000
Q1 2023 May 11, 2023	BUY	$130.44 - $140.63 $6,000 - $6,468	46 Added 3.04%	1,560 $213,000
Q4 2022 Feb 13, 2023	BUY	$122.6 - $141.03 $185,616 - $213,519	1,514 New	1,514 $205,000
Q2 2022 Aug 16, 2022	SELL	$124.76 - $146.81 $188,886 - $222,270	-1,514 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$132.75 - $149.18 $9,292 - $10,442	70 Added 4.85%	1,514 $218,000
Q4 2021 Feb 09, 2022	BUY	$133.85 - $150.71 $193,279 - $217,625	1,444 New	1,444 $218,000
Q1 2020 May 13, 2020	SELL	$76.56 - $121.5 $134,439 - $213,354	-1,756 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$108.62 - $114.28 $190,736 - $200,675	1,756 New	1,756 $201,000

Others Institutions Holding LGLV

# of Institutions

162

Shares Held

3.22M

Call Options Held

Put Options Held

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

View Full List

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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