Fsc Wealth Advisors, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Fsc Wealth Advisors, LLC

$149 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$132.75 - $149.18 $730,257 - $820,639	-5,501 Closed	0 $0
Q4 2021 Apr 28, 2022	BUY	$133.85 - $150.71 $736,308 - $829,055	5,501 New	5,501 $829,000

Others Institutions Holding LGLV

# of Institutions

167

Shares Held

3.59M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

616K
Shares

$105 Million
11.49% of portfolio
Cwm, LLC

340K
Shares

$58.2 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

276K
Shares

$47.2 Million
2.47% of portfolio
Gerber Kawasaki Wealth & Investment Management

251K
Shares

$43 Million
1.81% of portfolio
Congress Wealth Management LLC Boston, MA

211K
Shares

$36.2 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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