Investment Planning Advisors, Inc. Spdr Ssga Us Large Cap Low Vol Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 1,340 shares of LGLV stock, worth $230,627. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,340
Previous 1,340
-0.0%
Holding current value
$230,627
Previous $226,000
2.21%
% of portfolio
0.11%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding LGLV
# of Institutions
169Shares Held
3.52MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO616KShares$106 Million11.49% of portfolio
-
Cwm, LLC340KShares$58.5 Million0.23% of portfolio
-
Baltimore Washington Financial Advisors, Inc.276KShares$47.5 Million2.47% of portfolio
-
Gerber Kawasaki Wealth & Investment Management251KShares$43.2 Million1.81% of portfolio
-
Congress Wealth Management LLC Boston, MA211KShares$36.4 Million0.5% of portfolio