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

Grey Fox Wealth Advisors, LLC

$284 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 09, 2023	SELL	$130.44 - $140.63 $3,652 - $3,937	-28 Reduced 3.43%	789 $108 Million
Q4 2022 Feb 14, 2023	BUY	$122.6 - $141.03 $100,164 - $115,221	817 New	817 $111 Million

Others Institutions Holding LGLV

# of Institutions

162

Shares Held

3.22M

Call Options Held

0

Put Options Held

0

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

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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