Fortis Group Advisors, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Fortis Group Advisors, LLC

$537 Billion
Q4 2024

A detailed history of Fortis Group Advisors, LLC transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 7,341 shares of LGLV stock, worth $1.28 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

7,341

Previous 7,245 1.33%

Holding current value

$1.28 Million

Previous $1.23 Billion 1.08%

% of portfolio

0.23%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$164.89 - $177.66 $15,829 - $17,055	96 Added 1.33%	7,341 $1.21 Billion
Q3 2024 Oct 21, 2024	SELL	$151.63 - $169.74 $25,322 - $28,346	-167 Reduced 2.25%	7,245 $1.23 Billion
Q2 2024 Jul 30, 2024	SELL	$147.68 - $155.59 $57,299 - $60,368	-388 Reduced 4.97%	7,412 $1.13 Billion
Q1 2024 Apr 30, 2024	SELL	$144.21 - $155.74 $32,014 - $34,574	-222 Reduced 2.77%	7,800 $1.21 Billion
Q3 2023 Dec 01, 2023	BUY	$133.53 - $143.85 $30,711 - $33,085	230 Added 2.95%	8,022 $1.1 Billion
Q2 2023 Jul 18, 2023	SELL	$133.6 - $140.61 $23,780 - $25,028	-178 Reduced 2.23%	7,792 $1.1 Billion
Q1 2023 May 26, 2023	SELL	$130.44 - $140.63 $1.39 Million - $1.5 Million	-10,669 Reduced 57.24%	7,970 $1.11 Billion
Q3 2020 Nov 17, 2020	BUY	$101.36 - $112.97 $1.89 Million - $2.11 Million	18,639 New	18,639 $2.02 Million

Others Institutions Holding LGLV

# of Institutions

169

Shares Held

3.6M

Call Options Held

Put Options Held

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About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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Fortis Group Advisors, LLC Spdr Ssga Us Large Cap Low Vol Transaction History