Sheets Smith Wealth Management Spdr Ssga Us Large Cap Low Vol Transaction History
Sheets Smith Wealth Management
- $789 Million
- Q1 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 4,798 shares of LGLV stock, worth $836,867. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,798
Previous 7,292
34.2%
Holding current value
$836,867
Previous $1.2 Million
30.65%
% of portfolio
0.11%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding LGLV
# of Institutions
185Shares Held
4.41MCall Options Held
0Put Options Held
0-
Cwm, LLC815KShares$142 Million0.57% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO646KShares$113 Million13.15% of portfolio
-
Baltimore Washington Financial Advisors, Inc.276KShares$48.1 Million2.66% of portfolio
-
Gerber Kawasaki Wealth & Investment Management261KShares$45.5 Million2.06% of portfolio
-
Congress Wealth Management LLC Boston, MA207KShares$36 Million0.46% of portfolio