Wealthquest Corp Spdr Ssga Us Large Cap Low Vol Transaction History

Wealthquest Corp

$781 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 11, 2020	SELL	N/A	-1,954 Closed	0 $0
Q4 2019 Feb 18, 2020	SELL	N/A	-240 Reduced 10.94%	1,954 $223,000
Q3 2019 Oct 18, 2019	BUY	N/A	2,194 New	2,194 $244,000

Others Institutions Holding LGLV

# of Institutions

156

Shares Held

3.17M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

577K
Shares

$88 Million
11.59% of portfolio
Congress Wealth Management LLC Boston, MA

314K
Shares

$47.9 Million
0.87% of portfolio
Gerber Kawasaki Wealth & Investment Management

294K
Shares

$44.9 Million
2.5% of portfolio
Baltimore Washington Financial Advisors, Inc.

263K
Shares

$40.1 Million
2.61% of portfolio
Lpl Financial LLC Fort Mill, SC

182K
Shares

$27.8 Million
0.02% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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