Investment Planning Advisors, Inc. Spdr Ssga Us Large Cap Low Vol Transaction History
Investment Planning Advisors, Inc.
- $203 Million
- Q2 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 $230,737. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,300
Previous 1,300
-0.0%
Holding current value
$230,737
Previous $226,000
-0.0%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding LGLV
# of Institutions
193Shares Held
4.95MCall Options Held
0Put Options Held
0-
Cwm, LLC1.38MShares$245 Million0.85% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO699KShares$124 Million12.45% of portfolio
-
Baltimore Washington Financial Advisors, Inc.280KShares$49.6 Million2.4% of portfolio
-
Gerber Kawasaki Wealth & Investment Management260KShares$46.1 Million1.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC195KShares$34.6 Million0.01% of portfolio