Wealthgarden F.S. LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Wealthgarden F.S. LLC

$1.64 Trillion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$151.63 - $169.74 $271,417 - $303,834	1,790 New	1,790 $303 Million
Q2 2024 Aug 07, 2024	BUY	$147.68 - $155.59 $264,347 - $278,506	1,790 New	1,790 $273 Million

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

$102 Million
11.93% of portfolio
Cwm, LLC

318K
Shares

$53 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

274K
Shares

$45.7 Million
2.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$39.8 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$35.3 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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