White Knight Strategic Wealth Advisors, LLC Spdr Ssga Us Small Cap Low Vol Transaction History

White Knight Strategic Wealth Advisors, LLC

$106 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 22, 2022	SELL	$110.83 - $120.8 $333,154 - $363,124	-3,006 Closed	0 $0
Q4 2021 Jan 14, 2022	BUY	$112.84 - $121.42 $339,197 - $364,988	3,006 New	3,006 $359,000

Others Institutions Holding SMLV

# of Institutions

Shares Held

779K

Call Options Held

Put Options Held

Congress Wealth Management LLC Boston, MA

109K
Shares

$14.7 Million
0.19% of portfolio
Mc Naughton Wealth Management, LLC

88.9K
Shares

$12 Million
5.38% of portfolio
Dorval Corp Maple Grove, MN

68.8K
Shares

$9.25 Million
3.56% of portfolio
Cambridge Investment Research Advisors, Inc.

46.8K
Shares

$6.3 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

46.3K
Shares

$6.23 Million
0.0% of portfolio

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About SPDR SSGA US SMALL CAP LOW VOL

Ticker SMLV
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