Wealth Shield Partners, LLC Spdr Ssga Us Large Cap Low Vol Transaction History
Wealth Shield Partners, LLC
- $600 Million
- Q1 2024
Shares
12 transactions
Others Institutions Holding LGLV
# of Institutions
156Shares Held
3.17MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO577KShares$87.8 Million11.59% of portfolio
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Congress Wealth Management LLC Boston, MA314KShares$47.8 Million0.87% of portfolio
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Gerber Kawasaki Wealth & Investment Management294KShares$44.8 Million2.5% of portfolio
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Baltimore Washington Financial Advisors, Inc.263KShares$40 Million2.61% of portfolio
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Lpl Financial LLC Fort Mill, SC182KShares$27.7 Million0.02% of portfolio