Laurel Wealth Planning LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Laurel Wealth Planning LLC

$153 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$124.76 - $146.81 $48,781 - $57,402	-391 Reduced 73.36%	142 $19,000
Q1 2022 Apr 28, 2022	BUY	$132.75 - $149.18 $70,755 - $79,512	533 New	533 $77,000

Others Institutions Holding LGLV

# of Institutions

155

Shares Held

3.44M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

616K
Shares

$104 Million
11.49% of portfolio
Cwm, LLC

318K
Shares

$53.8 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

276K
Shares

$46.6 Million
2.47% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$40.4 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$35.9 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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