Principal Securities, Inc. Spdr Ssga Us Large Cap Low Vol Transaction History

Principal Securities, Inc.

$4.14 Trillion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	SELL	$144.21 - $155.74 $25,236 - $27,254	-175 Reduced 85.37%	30 $4.67 Million
Q4 2023 Feb 07, 2024	BUY	$130.07 - $145.59 $26,664 - $29,845	205 New	205 $29.7 Million

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

$108 Million
11.93% of portfolio
Cwm, LLC

318K
Shares

$56.5 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

274K
Shares

$48.7 Million
2.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$42.4 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$37.7 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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