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 $227,156. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,340
Previous 1,340
-0.0%
Holding current value
$227,156
Previous $204 Million
99.89%
% of portfolio
0.12%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding LGLV
# of Institutions
161Shares Held
3.69MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO610KShares$103 Million11.93% of portfolio
-
Gerber Kawasaki Wealth & Investment Management320KShares$54.2 Million2.47% of portfolio
-
Cwm, LLC318KShares$53.9 Million0.23% of portfolio
-
Congress Wealth Management LLC Boston, MA306KShares$51.8 Million0.76% of portfolio
-
Baltimore Washington Financial Advisors, Inc.273KShares$46.3 Million2.48% of portfolio