Independent Wealth Network Inc. Spdr Ssga Us Large Cap Low Vol Transaction History

Independent Wealth Network Inc.

$237 Million
Q1 2025

A detailed history of Independent Wealth Network Inc. transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Independent Wealth Network Inc. holds 6,127 shares of LGLV stock, worth $1.07 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

6,127

Previous 5,835 5.0%

Holding current value

$1.07 Million

Previous $964,000 10.58%

% of portfolio

0.45%

Previous 0.41%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$162.48 - $175.37 $47,444 - $51,208	292 Added 5.0%	6,127 $1.07 Million
Q4 2024 Jan 17, 2025	SELL	$164.89 - $177.66 $185,995 - $200,400	-1,128 Reduced 16.2%	5,835 $964,000
Q3 2024 Oct 15, 2024	BUY	$151.63 - $169.74 $8,946 - $10,014	59 Added 0.85%	6,963 $1.18 Million
Q2 2024 Jul 18, 2024	SELL	$147.68 - $155.59 $45,190 - $47,610	-306 Reduced 4.24%	6,904 $1.05 Million
Q1 2024 May 20, 2024	BUY	$144.21 - $155.74 $1.04 Million - $1.12 Million	7,210 New	7,210 $1.12 Million
Q4 2023 Jan 12, 2024	BUY	$130.07 - $145.59 $29,916 - $33,485	230 Added 3.28%	7,234 $1.05 Million
Q3 2023 Oct 11, 2023	BUY	$133.53 - $143.85 $186,407 - $200,814	1,396 Added 24.89%	7,004 $935,000
Q2 2023 Jul 12, 2023	BUY	$133.6 - $140.61 $749,228 - $788,540	5,608 New	5,608 $788,000
Q1 2022 Apr 20, 2022	SELL	$132.75 - $149.18 $178,416 - $200,497	-1,344 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$133.85 - $150.71 $179,894 - $202,554	1,344 New	1,344 $203,000

Others Institutions Holding LGLV

# of Institutions

185

Shares Held

4.41M

Call Options Held

Put Options Held

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About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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Independent Wealth Network Inc. Spdr Ssga Us Large Cap Low Vol Transaction History