Richard W. Paul & Associates, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Richard W. Paul & Associates, LLC

$278 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 25, 2023	BUY	$133.6 - $140.61 $2.89 Million - $3.04 Million	21,609 New	21,609 $3.04 Billion

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

$105 Million
11.93% of portfolio
Cwm, LLC

318K
Shares

$54.6 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

274K
Shares

$47.1 Million
2.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$41 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$36.4 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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