Wealthquest Corp Spdr Ssga Us Large Cap Low Vol Transaction History
Wealthquest Corp
- $897 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding LGLV
# of Institutions
159Shares Held
3.58MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO610KShares$108 Million11.93% of portfolio
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Cwm, LLC318KShares$56.5 Million0.23% of portfolio
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Baltimore Washington Financial Advisors, Inc.274KShares$48.7 Million2.58% of portfolio
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Gerber Kawasaki Wealth & Investment Management239KShares$42.4 Million1.87% of portfolio
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Congress Wealth Management LLC Boston, MA212KShares$37.7 Million0.5% of portfolio