Investment Planning Advisors, Inc. Spdr Ssga Us Large Cap Low Vol Transaction History
Investment Planning Advisors, Inc.
- $202 Million
- Q1 2025
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 1,300 shares of LGLV stock, worth $222,001. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,300
Previous 1,340
2.99%
Holding current value
$222,001
Previous $221,000
2.26%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding LGLV
# of Institutions
177Shares Held
4.12MCall Options Held
0Put Options Held
0-
Cwm, LLC815KShares$139 Million0.57% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO616KShares$105 Million11.49% of portfolio
-
Baltimore Washington Financial Advisors, Inc.276KShares$47.1 Million2.47% of portfolio
-
Gerber Kawasaki Wealth & Investment Management251KShares$42.9 Million1.81% of portfolio
-
Congress Wealth Management LLC Boston, MA211KShares$36.1 Million0.5% of portfolio