Wealthquest Corp Spdr Ssga Us Large Cap Low Vol Transaction History
Wealthquest Corp
- $1.04 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding LGLV
# of Institutions
193Shares Held
4.95MCall Options Held
0Put Options Held
0-
Cwm, LLC1.38MShares$245 Million0.85% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO699KShares$124 Million12.45% of portfolio
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Baltimore Washington Financial Advisors, Inc.280KShares$49.7 Million2.4% of portfolio
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Gerber Kawasaki Wealth & Investment Management260KShares$46.1 Million1.77% of portfolio
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Lpl Financial LLC Fort Mill, SC195KShares$34.7 Million0.01% of portfolio