Journey Advisory Group, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Journey Advisory Group, LLC

$1.2 Billion
Q1 2025

A detailed history of Journey Advisory Group, LLC transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Journey Advisory Group, LLC holds 20,424 shares of LGLV stock, worth $3.56 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

20,424

Previous 18,949 7.78%

Holding current value

$3.56 Million

Previous $3.13 Million 13.55%

% of portfolio

0.3%

Previous 0.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$162.48 - $175.37 $239,657 - $258,670	1,475 Added 7.78%	20,424 $3.55 Million
Q3 2024 Nov 12, 2024	SELL	$151.63 - $169.74 $50,037 - $56,014	-330 Reduced 1.71%	18,949 $3.21 Million
Q2 2024 Aug 02, 2024	BUY	$147.68 - $155.59 $86,983 - $91,642	589 Added 3.15%	19,279 $2.94 Million
Q1 2024 May 09, 2024	BUY	$144.21 - $155.74 $33,889 - $36,598	235 Added 1.27%	18,690 $2.91 Million
Q4 2023 Feb 12, 2024	BUY	$130.07 - $145.59 $27,444 - $30,719	211 Added 1.16%	18,455 $2.68 Million
Q3 2023 Nov 15, 2023	SELL	$133.53 - $143.85 $30,711 - $33,085	-230 Reduced 1.24%	18,244 $2.44 Million
Q2 2023 Aug 09, 2023	BUY	$133.6 - $140.61 $1,068 - $1,124	8 Added 0.04%	18,474 $2.6 Million
Q1 2023 May 04, 2023	BUY	$130.44 - $140.63 $2.41 Million - $2.6 Million	18,466 New	18,466 $2.53 Million

Others Institutions Holding LGLV

# of Institutions

185

Shares Held

4.41M

Call Options Held

Put Options Held

View Full List

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
Sector ETFs
Industry ETFs

More about LGLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Advisory Group, LLC with notifications on news.

Account

Journey Advisory Group, LLC Spdr Ssga Us Large Cap Low Vol Transaction History