Insight Wealth Strategies, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Insight Wealth Strategies, LLC

$699 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 21, 2020	SELL	N/A	-4,608 Closed	0 $0
Q4 2019 Feb 21, 2020	BUY	N/A	1,345 Added 41.22%	4,608 $526,000
Q3 2019 Nov 06, 2019	BUY	N/A	3,263 New	3,263 $364,000

Others Institutions Holding LGLV

# of Institutions

155

Shares Held

3.14M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

577K
Shares

$90.5 Million
11.59% of portfolio
Congress Wealth Management LLC Boston, MA

314K
Shares

$49.3 Million
0.87% of portfolio
Gerber Kawasaki Wealth & Investment Management

294K
Shares

$46.2 Million
2.5% of portfolio
Baltimore Washington Financial Advisors, Inc.

263K
Shares

$41.3 Million
2.61% of portfolio
Lpl Financial LLC Fort Mill, SC

182K
Shares

$28.6 Million
0.02% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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