Client 1 St Advisory Group, LLC Spdr Ssga Us Large Cap Low Vol Transaction History
Client 1 St Advisory Group, LLC
- $256 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding LGLV
# of Institutions
156Shares Held
3.57MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO616KShares$105 Million11.49% of portfolio
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Cwm, LLC340KShares$57.9 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