Milestone Investment Advisors LLC Spdr Ssga Us Large Cap Low Vol Transaction History
Milestone Investment Advisors LLC
- $371 Million
- Q2 2024
A detailed history of Milestone Investment Advisors LLC transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 5,485 shares of LGLV stock, worth $925,922. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,485
Previous 5,460
0.46%
Holding current value
$925,922
Previous $850,000
1.65%
% of portfolio
0.23%
Previous 0.23%
Shares
7 transactions
Others Institutions Holding LGLV
# of Institutions
162Shares Held
3.22MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO586KShares$98.9 Million11.36% of portfolio
-
Gerber Kawasaki Wealth & Investment Management320KShares$54 Million2.47% of portfolio
-
Congress Wealth Management LLC Boston, MA306KShares$51.6 Million0.76% of portfolio
-
Baltimore Washington Financial Advisors, Inc.273KShares$46.1 Million2.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC165KShares$27.9 Million0.01% of portfolio