Trek Financial, LLC Spdr Ssga Us Large Cap Low Vol Transaction History
Trek Financial, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Trek Financial, LLC transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Trek Financial, LLC holds 1,588 shares of LGLV stock, worth $270,849. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,588
Previous 1,579
0.57%
Holding current value
$270,849
Previous $267,000
1.87%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding LGLV
# of Institutions
169Shares Held
3.6MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO616KShares$105 Million11.49% of portfolio
-
Cwm, LLC340KShares$58 Million0.23% of portfolio
-
Baltimore Washington Financial Advisors, Inc.276KShares$47 Million2.47% of portfolio
-
Gerber Kawasaki Wealth & Investment Management251KShares$42.8 Million1.81% of portfolio
-
Congress Wealth Management LLC Boston, MA211KShares$36 Million0.5% of portfolio