Mbe Wealth Management, LLC Spdr Ssga Us Small Cap Low Vol Transaction History

Mbe Wealth Management, LLC

$175 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$58.89 - $86.67 $71,786 - $105,650	-1,219 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$57.86 - $101.27 $70,531 - $123,448	1,219 New	1,219 $80,000

Others Institutions Holding SMLV

# of Institutions

86

Shares Held

779K

Call Options Held

0

Put Options Held

0

Congress Wealth Management LLC Boston, MA

109K
Shares

$14.8 Million
0.19% of portfolio
Mc Naughton Wealth Management, LLC

88.9K
Shares

$12 Million
5.38% of portfolio
Dorval Corp Maple Grove, MN

68.8K
Shares

$9.31 Million
3.56% of portfolio
Cambridge Investment Research Advisors, Inc.

46.8K
Shares

$6.34 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

46.3K
Shares

$6.27 Million
0.0% of portfolio

About SPDR SSGA US SMALL CAP LOW VOL

Ticker SMLV
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