Raab & Moskowitz Asset Management LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Raab & Moskowitz Asset Management LLC

$357 Million
Q1 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	N/A	-1,422 Closed	0 $0
Q1 2022 May 10, 2022	SELL	N/A	-290 Reduced 16.94%	1,422 $204,000
Q4 2021 Feb 07, 2022	BUY	N/A	208 Added 13.83%	1,712 $258,000
Q3 2021 Nov 03, 2021	SELL	N/A	-95 Reduced 5.94%	1,504 $201,000
Q2 2021 Jul 30, 2021	SELL	N/A	-52 Reduced 3.15%	1,599 $213,000

Q1 2021 Apr 28, 2021	SELL	N/A	-208 Reduced 11.19%	1,651 $206,000
Q4 2020 Feb 12, 2021	SELL	N/A	-12 Reduced 0.64%	1,859 $222,000
Q3 2020 Nov 13, 2020	BUY	N/A	1,871 New	1,871 $202,000
Q2 2020 Aug 13, 2020	SELL	N/A	-2,281 Closed	0 $0
Q1 2020 May 14, 2020	SELL	N/A	-583 Reduced 20.36%	2,281 $206,000
Q3 2019 Nov 13, 2019	BUY	N/A	519 Added 22.13%	2,864 $319,000
Q1 2019 May 13, 2019	SELL	N/A	-124 Reduced 5.02%	2,345 $235,000
Q4 2018 Feb 04, 2019	BUY	N/A	2,469 New	2,469 $219,000

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

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