Sowell Financial Services LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$130.44 - $140.63 $202,573 - $218,398	1,553 New	1,553 $212,000
Q2 2021 Aug 05, 2021	SELL	$126.3 - $135.02 $270,787 - $289,482	-2,144 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$115.39 - $126.42 $67,503 - $73,955	-585 Reduced 21.44%	2,144 $287,000
Q3 2020 Nov 12, 2020	SELL	$101.36 - $112.97 $11,656 - $12,991	-115 Reduced 4.04%	2,729 $296,000
Q2 2020 Aug 13, 2020	SELL	$85.62 - $110.58 $112,504 - $145,302	-1,314 Reduced 31.6%	2,844 $290,000
Q1 2020 May 12, 2020	BUY	$76.56 - $121.5 $151,741 - $240,813	1,982 Added 91.08%	4,158 $377,000
Q4 2019 Feb 07, 2020	BUY	$108.62 - $114.28 $158,911 - $167,191	1,463 Added 205.19%	2,176 $0
Q3 2019 Nov 14, 2019	BUY	$110.17 - $111.99 $78,551 - $79,848	713 New	713 $79,000

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

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