Insight Wealth Strategies, LLC Spdr Ssga Us Large Cap Low Vol Transaction History
Insight Wealth Strategies, LLC
- $740 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding LGLV
# of Institutions
155Shares Held
3.45MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO616KShares$104 Million11.49% of portfolio
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Cwm, LLC318KShares$53.9 Million0.23% of portfolio
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Baltimore Washington Financial Advisors, Inc.276KShares$46.7 Million2.47% of portfolio
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Gerber Kawasaki Wealth & Investment Management239KShares$40.5 Million1.87% of portfolio
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Congress Wealth Management LLC Boston, MA212KShares$36 Million0.5% of portfolio