Valeo Financial Advisors, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 20, 2020	SELL	$85.62 - $110.58 $2,911 - $3,759	-34 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$76.56 - $121.5 $2,603 - $4,131	34 New	34 $3,000

Others Institutions Holding LGLV

# of Institutions

159

Shares Held

3.58M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

610K
Shares

$108 Million
11.93% of portfolio
Cwm, LLC

318K
Shares

$56.5 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

274K
Shares

$48.7 Million
2.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$42.4 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$37.7 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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