National Wealth Management Group, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

National Wealth Management Group, LLC

$129 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Nov 17, 2023	SELL	N/A	-5,211 Closed	0 $0
Q1 2022 Nov 17, 2023	SELL	N/A	-957 Reduced 15.52%	5,211 $749 Million
Q4 2021 Nov 17, 2023	BUY	N/A	6,168 New	6,168 $929 Million

Others Institutions Holding LGLV

# of Institutions

155

Shares Held

3.14M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

577K
Shares

$90.5 Million
11.59% of portfolio
Congress Wealth Management LLC Boston, MA

314K
Shares

$49.3 Million
0.87% of portfolio
Gerber Kawasaki Wealth & Investment Management

294K
Shares

$46.2 Million
2.5% of portfolio
Baltimore Washington Financial Advisors, Inc.

263K
Shares

$41.3 Million
2.61% of portfolio
Lpl Financial LLC Fort Mill, SC

182K
Shares

$28.6 Million
0.02% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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