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

159

Shares Held

3.58M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

610K
Shares

$102 Million
11.93% of portfolio
Cwm, LLC

318K
Shares

$53 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

274K
Shares

$45.7 Million
2.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$39.8 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$35.3 Million
0.5% of portfolio

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 Laurel Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Planning LLC with notifications on news.