Better Money Decisions, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Better Money Decisions, LLC

$149 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$133.85 - $150.71 $16,731 - $18,838	-125 Closed	0 $0
Q1 2021 May 04, 2021	BUY	$115.39 - $126.42 $14,423 - $15,802	125 New	125 $16,000

Others Institutions Holding LGLV

# of Institutions

169

Shares Held

3.5M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

616K
Shares

$103 Million
11.49% of portfolio
Cwm, LLC

340K
Shares

$56.8 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

276K
Shares

$46.1 Million
2.47% of portfolio
Gerber Kawasaki Wealth & Investment Management

251K
Shares

$42 Million
1.81% of portfolio
Congress Wealth Management LLC Boston, MA

211K
Shares

$35.3 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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