Perfromance Wealth Partners, LLC Spdr Ssga Us Large Cap Low Vol Transaction History
Perfromance Wealth Partners, LLC
- $2.38 Billion
- Q1 2024
A detailed history of Perfromance Wealth Partners, LLC transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 1,900 shares of LGLV stock, worth $298,205. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,900
Previous 1,900
-0.0%
Holding current value
$298,205
Previous $275,000
7.27%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding LGLV
# of Institutions
155Shares Held
3.14MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO577KShares$90.5 Million11.59% of portfolio
-
Congress Wealth Management LLC Boston, MA314KShares$49.3 Million0.87% of portfolio
-
Gerber Kawasaki Wealth & Investment Management294KShares$46.2 Million2.5% of portfolio
-
Baltimore Washington Financial Advisors, Inc.263KShares$41.3 Million2.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC182KShares$28.6 Million0.02% of portfolio