Pfg Advisors Spdr Ssga Us Large Cap Low Vol Transaction History

Pfg Advisors

$1.55 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 07, 2024	SELL	$147.68 - $155.59 $58,628 - $61,769	-397 Reduced 23.15%	1,318 $201,000
Q1 2024 May 06, 2024	SELL	$144.21 - $155.74 $286,689 - $309,611	-1,988 Reduced 53.69%	1,715 $267,000
Q4 2023 Jan 19, 2024	SELL	$130.07 - $145.59 $197,706 - $221,296	-1,520 Reduced 29.1%	3,703 $536,000
Q3 2023 Oct 13, 2023	BUY	$133.53 - $143.85 $216,852 - $233,612	1,624 Added 45.12%	5,223 $697,000
Q2 2023 Jul 20, 2023	BUY	$133.6 - $140.61 $253,706 - $267,018	1,899 Added 111.71%	3,599 $506,000
Q1 2023 Apr 20, 2023	BUY	$130.44 - $140.63 $221,748 - $239,071	1,700 New	1,700 $232,000

Others Institutions Holding LGLV

# of Institutions

159

Shares Held

3.58M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

610K
Shares

$101 Million
11.93% of portfolio
Cwm, LLC

318K
Shares

$52.8 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

274K
Shares

$45.5 Million
2.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$39.6 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$35.2 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
Sector ETFs
Industry ETFs

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