Avantax Advisory Services, Inc. Spdr Ssga Us Large Cap Low Vol Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 4,751 shares of LGLV stock, worth $829,904. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,751

Previous 8,187 41.97%

Holding current value

$829,904

Previous $1.42 Million 41.78%

% of portfolio

0.0%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$157.93 - $175.89 $542,647 - $604,358	-3,436 Reduced 41.97%	4,751 $829,000
Q1 2025 May 06, 2025	SELL	$162.48 - $175.37 $2,762 - $2,981	-17 Reduced 0.21%	8,187 $1.42 Million
Q4 2024 Feb 07, 2025	BUY	$164.89 - $177.66 $388,315 - $418,389	2,355 Added 40.26%	8,204 $1.36 Million
Q3 2024 Nov 13, 2024	BUY	$151.63 - $169.74 $28,658 - $32,080	189 Added 3.34%	5,849 $989,000
Q2 2024 Aug 09, 2024	BUY	$147.68 - $155.59 $60,696 - $63,947	411 Added 7.83%	5,660 $863,000

Q1 2024 May 08, 2024	BUY	$144.21 - $155.74 $103,542 - $111,821	718 Added 15.85%	5,249 $817,000
Q4 2023 Feb 07, 2024	SELL	$130.07 - $145.59 $28,615 - $32,029	-220 Reduced 4.63%	4,531 $657,000
Q3 2023 Nov 07, 2023	SELL	$133.53 - $143.85 $290,027 - $312,442	-2,172 Reduced 31.37%	4,751 $634,000
Q2 2023 Aug 11, 2023	BUY	$133.6 - $140.61 $194,655 - $204,868	1,457 Added 26.66%	6,923 $973,000
Q1 2023 Apr 28, 2023	BUY	$130.44 - $140.63 $149,484 - $161,161	1,146 Added 26.53%	5,466 $747,000
Q4 2022 Feb 13, 2023	BUY	$122.6 - $141.03 $238,457 - $274,303	1,945 Added 81.89%	4,320 $585,000
Q3 2022 Nov 01, 2022	SELL	$123.39 - $143.89 $73,170 - $85,326	-593 Reduced 19.98%	2,375 $293,000
Q2 2022 Aug 02, 2022	SELL	$124.76 - $146.81 $17,092 - $20,112	-137 Reduced 4.41%	2,968 $389,000
Q1 2022 Apr 27, 2022	BUY	$132.75 - $149.18 $36,108 - $40,576	272 Added 9.6%	3,105 $447,000
Q4 2021 Jan 24, 2022	BUY	$133.85 - $150.71 $13,385 - $15,071	100 Added 3.66%	2,833 $427,000
Q3 2021 Oct 21, 2021	BUY	$133.4 - $142.58 $1,467 - $1,568	11 Added 0.4%	2,733 $365,000
Q2 2021 Jul 29, 2021	SELL	$126.3 - $135.02 $14,650 - $15,662	-116 Reduced 4.09%	2,722 $361,000
Q1 2021 May 13, 2021	BUY	$115.39 - $126.42 $3,807 - $4,171	33 Added 1.18%	2,838 $356,000
Q4 2020 Jan 22, 2021	SELL	$105.25 - $120.39 $1.83 Million - $2.09 Million	-17,396 Reduced 86.11%	2,805 $337,000
Q3 2020 Oct 14, 2020	BUY	$101.36 - $112.97 $1.57 Million - $1.75 Million	15,448 Added 325.02%	20,201 $2.19 Million
Q2 2020 Aug 06, 2020	SELL	$85.62 - $110.58 $12,843 - $16,587	-150 Reduced 3.06%	4,753 $484,000
Q1 2020 Apr 30, 2020	BUY	$76.56 - $121.5 $185,275 - $294,030	2,420 Added 97.46%	4,903 $442,000
Q4 2019 Feb 14, 2020	BUY	$108.62 - $114.28 $269,703 - $283,757	2,483 New	2,483 $283,000

Others Institutions Holding LGLV

# of Institutions

196

Shares Held

5.29M

Call Options Held

Put Options Held

View Full List

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
Sector ETFs
Industry ETFs

More about LGLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Spdr Ssga Us Large Cap Low Vol Transaction History