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

Fsc Wealth Advisors, LLC

$137 Million
Q3 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

159

Shares Held

3.58M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

610K
Shares

$101 Million
11.93% of portfolio
Cwm, LLC

318K
Shares

$52.8 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

274K
Shares

$45.5 Million
2.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$39.6 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$35.2 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
Sector ETFs
Industry ETFs

More about LGLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsc Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsc Wealth Advisors, LLC with notifications on news.