Sound Income Strategies, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Sound Income Strategies, LLC

$1.27 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 10, 2024	BUY	$130.07 - $145.59 $2,601 - $2,911	20 New	20 $2,000
Q1 2023 Apr 10, 2023	BUY	$130.44 - $140.63 $46,436 - $50,064	356 New	356 $48,000

Others Institutions Holding LGLV

# of Institutions

162

Shares Held

3.22M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

586K
Shares

$98.9 Million
11.36% of portfolio
Gerber Kawasaki Wealth & Investment Management

320K
Shares

$54 Million
2.47% of portfolio
Congress Wealth Management LLC Boston, MA

306K
Shares

$51.6 Million
0.76% of portfolio
Baltimore Washington Financial Advisors, Inc.

273K
Shares

$46.2 Million
2.48% of portfolio
Lpl Financial LLC Fort Mill, SC

165K
Shares

$27.9 Million
0.01% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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