Sheets Smith Wealth Management Spdr Ssga Us Large Cap Low Vol Transaction History
Sheets Smith Wealth Management
- $828 Million
- Q2 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 7,592 shares of LGLV stock, worth $1.28 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,592
Previous 9,221
17.67%
Holding current value
$1.28 Million
Previous $1.44 Million
19.36%
% of portfolio
0.14%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding LGLV
# of Institutions
162Shares Held
3.22MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO586KShares$98.8 Million11.36% of portfolio
-
Gerber Kawasaki Wealth & Investment Management320KShares$54 Million2.47% of portfolio
-
Congress Wealth Management LLC Boston, MA306KShares$51.6 Million0.76% of portfolio
-
Baltimore Washington Financial Advisors, Inc.273KShares$46.1 Million2.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC165KShares$27.9 Million0.01% of portfolio