Investment Planning Advisors, Inc. Spdr Ssga Us Large Cap Low Vol Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 1,340 shares of LGLV stock, worth $224,115. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,340
Previous 1,340
-0.0%
Holding current value
$224,115
Previous $204 Million
99.89%
% of portfolio
0.12%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding LGLV
# of Institutions
159Shares Held
3.58MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO610KShares$102 Million11.93% of portfolio
-
Cwm, LLC318KShares$53.2 Million0.23% of portfolio
-
Baltimore Washington Financial Advisors, Inc.274KShares$45.9 Million2.58% of portfolio
-
Gerber Kawasaki Wealth & Investment Management239KShares$39.9 Million1.87% of portfolio
-
Congress Wealth Management LLC Boston, MA212KShares$35.5 Million0.5% of portfolio