Wealth Shield Partners, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 08, 2023	BUY	$130.44 - $140.63 $8,739 - $9,422	67 New	67 $9,000
Q3 2021 Nov 12, 2021	SELL	$133.4 - $142.58 $17,608 - $18,820	-132 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$115.39 - $126.42 $15,231 - $16,687	132 New	132 $16,000
Q4 2020 Feb 16, 2021	SELL	$105.25 - $120.39 $72,622 - $83,069	-690 Closed	0 $0
Q3 2020 Oct 30, 2020	SELL	$101.36 - $112.97 $18,751 - $20,899	-185 Reduced 21.14%	690 $75,000
Q2 2020 Aug 13, 2020	BUY	$85.62 - $110.58 $85 - $110	1 Added 0.11%	875 $89,000
Q1 2020 May 12, 2020	BUY	$76.56 - $121.5 $19,982 - $31,711	261 Added 42.58%	874 $79,000
Q4 2019 Feb 13, 2020	BUY	$108.62 - $114.28 $3,367 - $3,542	31 Added 5.33%	613 $70,000
Q3 2019 Nov 13, 2019	BUY	$110.17 - $111.99 $64,118 - $65,178	582 New	582 $65,000
Q2 2019 Aug 12, 2019	SELL	N/A	-317 Closed	0 $0
Q1 2019 May 14, 2019	BUY	N/A	22 Added 7.46%	317 $32,000
Q4 2018 Feb 14, 2019	BUY	N/A	295 New	295 $26,000

Others Institutions Holding LGLV

# of Institutions

159

Shares Held

3.58M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

610K
Shares

$107 Million
11.93% of portfolio
Cwm, LLC

318K
Shares

$55.8 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

274K
Shares

$48.1 Million
2.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$41.9 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$37.2 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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