Advisory Services Network, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Advisory Services Network, LLC

$4.9 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	SELL	$130.07 - $145.59 $218,907 - $245,027	-1,683 Reduced 42.31%	2,295 $332,000
Q3 2023 Nov 14, 2023	BUY	$133.53 - $143.85 $7,477 - $8,055	56 Added 1.43%	3,978 $531,000
Q2 2023 Aug 09, 2023	BUY	$133.6 - $140.61 $446,758 - $470,199	3,344 Added 578.55%	3,922 $551,000
Q1 2023 May 17, 2023	BUY	$130.44 - $140.63 $42,132 - $45,423	323 Added 126.67%	578 $79,000
Q4 2022 Feb 13, 2023	BUY	$122.6 - $141.03 $31,263 - $35,962	255 New	255 $34,000
Q1 2021 May 24, 2021	SELL	$115.39 - $126.42 $8,885 - $9,734	-77 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$105.25 - $120.39 $8,104 - $9,270	77 New	77 $9,000
Q1 2020 May 15, 2020	SELL	$76.56 - $121.5 $9,570 - $15,187	-125 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$108.62 - $114.28 $13,577 - $14,285	125 New	125 $14,000

Others Institutions Holding LGLV

# of Institutions

158

Shares Held

3.51M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

616K
Shares

$105 Million
11.49% of portfolio
Cwm, LLC

340K
Shares

$58.1 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

276K
Shares

$47.1 Million
2.47% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$40.8 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$36.3 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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