Wealthquest Corp Spdr Ssga Us Large Cap Low Vol Transaction History
Wealthquest Corp
- $911 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding LGLV
# of Institutions
177Shares Held
4.13MCall Options Held
0Put Options Held
0-
Cwm, LLC815KShares$139 Million0.57% of portfolio
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Syntegra Private Wealth Group, LLC Chesterfield, MO616KShares$105 Million11.49% of portfolio
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Baltimore Washington Financial Advisors, Inc.276KShares$47.1 Million2.47% of portfolio
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Gerber Kawasaki Wealth & Investment Management251KShares$42.9 Million1.81% of portfolio
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Congress Wealth Management LLC Boston, MA211KShares$36.1 Million0.5% of portfolio