Legacy Financial Advisors, Inc. Spdr Ssga Us Large Cap Low Vol Transaction History

Legacy Financial Advisors, Inc.

$513 Million
Q4 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	SELL	$130.07 - $145.59 $115,892 - $129,720	-891 Reduced 30.42%	2,038 $295,000
Q3 2023 Nov 13, 2023	SELL	$133.53 - $143.85 $21,364 - $23,016	-160 Reduced 5.18%	2,929 $391,000
Q2 2023 Aug 08, 2023	SELL	$133.6 - $140.61 $45,958 - $48,369	-344 Reduced 10.02%	3,089 $434,000
Q1 2023 May 03, 2023	BUY	$130.44 - $140.63 $24,131 - $26,016	185 Added 5.7%	3,433 $469,000
Q4 2022 Feb 06, 2023	SELL	$122.6 - $141.03 $14,834 - $17,064	-121 Reduced 3.59%	3,248 $440,000
Q3 2022 Nov 09, 2022	BUY	$123.39 - $143.89 $415,700 - $484,765	3,369 New	3,369 $416,000
Q2 2022 Aug 08, 2022	SELL	$124.76 - $146.81 $489,308 - $575,788	-3,922 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$132.75 - $149.18 $198,594 - $223,173	1,496 Added 61.67%	3,922 $564,000
Q4 2021 Feb 04, 2022	BUY	$133.85 - $150.71 $54,744 - $61,640	409 Added 20.28%	2,426 $366,000
Q1 2021 Apr 28, 2021	SELL	$115.39 - $126.42 $2,192 - $2,401	-19 Reduced 0.93%	2,017 $253,000
Q4 2020 Feb 02, 2021	SELL	$105.25 - $120.39 $127,352 - $145,671	-1,210 Reduced 37.28%	2,036 $244,000
Q3 2020 Nov 09, 2020	BUY	$101.36 - $112.97 $329,014 - $366,700	3,246 New	3,246 $352,000
Q2 2020 Aug 07, 2020	SELL	$85.62 - $110.58 $1.37 Million - $1.78 Million	-16,053 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$76.56 - $121.5 $1.23 Million - $1.95 Million	16,053 New	16,053 $1.58 Million

Others Institutions Holding LGLV

# of Institutions

172

Shares Held

3.51M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

616K
Shares

$103 Million
11.49% of portfolio
Cwm, LLC

340K
Shares

$57 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

276K
Shares

$46.2 Million
2.47% of portfolio
Gerber Kawasaki Wealth & Investment Management

251K
Shares

$42.1 Million
1.81% of portfolio
Congress Wealth Management LLC Boston, MA

211K
Shares

$35.4 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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