Milestone Investment Advisors LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Milestone Investment Advisors LLC

$351 Million
Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 5,452 shares of LGLV stock, worth $908,139. This represents 0.26% of its overall portfolio holdings.

Number of Shares

5,452

Previous 5,485 0.6%

Holding current value

$908,139

Previous $836,000 10.29%

% of portfolio

0.26%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$151.63 - $169.74 $5,003 - $5,601	-33 Reduced 0.6%	5,452 $922,000
Q2 2024 Aug 13, 2024	BUY	$147.68 - $155.59 $3,692 - $3,889	25 Added 0.46%	5,485 $836,000
Q1 2024 May 14, 2024	SELL	$144.21 - $155.74 $139,883 - $151,067	-970 Reduced 15.09%	5,460 $850,000
Q4 2023 Feb 09, 2024	SELL	$130.07 - $145.59 $148,670 - $166,409	-1,143 Reduced 15.09%	6,430 $932,000
Q3 2023 Nov 08, 2023	BUY	$133.53 - $143.85 $12,151 - $13,090	91 Added 1.22%	7,573 $1.01 Million
Q2 2023 Aug 02, 2023	SELL	$133.6 - $140.61 $464,260 - $488,619	-3,475 Reduced 31.71%	7,482 $1.05 Million
Q1 2023 May 16, 2023	BUY	$130.44 - $140.63 $117,917 - $127,129	904 Added 8.99%	10,957 $1.5 Million
Q4 2022 Mar 15, 2023	BUY	$122.6 - $141.03 $1.23 Million - $1.42 Million	10,053 New	10,053 $1.36 Billion

Others Institutions Holding LGLV

# of Institutions

159

Shares Held

3.58M

Call Options Held

Put Options Held

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About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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Milestone Investment Advisors LLC Spdr Ssga Us Large Cap Low Vol Transaction History