Wealthsource Partners, LLC Spdr Ssga Us Large Cap Low Vol Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
6 transactions
Others Institutions Holding LGLV
# of Institutions
155Shares Held
3.44MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO616KShares$105 Million11.49% of portfolio
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Cwm, LLC318KShares$54.1 Million0.23% of portfolio
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Baltimore Washington Financial Advisors, Inc.276KShares$46.9 Million2.47% of portfolio
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Gerber Kawasaki Wealth & Investment Management239KShares$40.6 Million1.87% of portfolio
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Congress Wealth Management LLC Boston, MA212KShares$36.1 Million0.5% of portfolio