Sheets Smith Wealth Management Spdr Ssga Us Large Cap Low Vol Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 2025
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 4,569 shares of LGLV stock, worth $798,112. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,569
Previous 4,798
4.77%
Holding current value
$798,112
Previous $837,000
2.75%
% of portfolio
0.1%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding LGLV
# of Institutions
196Shares Held
5.29MCall Options Held
0Put Options Held
0-
Cwm, LLC1.52MShares$266 Million0.82% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO747KShares$130 Million12.54% of portfolio
-
Gerber Kawasaki Wealth & Investment Management298KShares$52 Million1.84% of portfolio
-
Baltimore Washington Financial Advisors, Inc.288KShares$50.4 Million2.35% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ221KShares$38.6 Million0.06% of portfolio