Sheets Smith Wealth Management Spdr Ssga Us Large Cap Low Vol Transaction History
Sheets Smith Wealth Management
- $807 Million
- Q3 2024
A detailed history of Sheets Smith Wealth Management transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Sheets Smith Wealth Management holds 7,292 shares of LGLV stock, worth $1.3 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,292
Previous 7,592
3.95%
Holding current value
$1.3 Million
Previous $1.16 Million
6.56%
% of portfolio
0.15%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding LGLV
# of Institutions
159Shares Held
3.58MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO610KShares$108 Million11.93% of portfolio
-
Cwm, LLC318KShares$56.5 Million0.23% of portfolio
-
Baltimore Washington Financial Advisors, Inc.274KShares$48.7 Million2.58% of portfolio
-
Gerber Kawasaki Wealth & Investment Management239KShares$42.4 Million1.87% of portfolio
-
Congress Wealth Management LLC Boston, MA212KShares$37.7 Million0.5% of portfolio