National Wealth Management Group, LLC Spdr Ssga Us Large Cap Low Vol Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 2024
Shares
3 transactions
Others Institutions Holding LGLV
# of Institutions
161Shares Held
3.6MCall 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
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Cwm, LLC318KShares$53.9 Million0.23% of portfolio
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Congress Wealth Management LLC Boston, MA306KShares$51.8 Million0.76% of portfolio
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Baltimore Washington Financial Advisors, Inc.273KShares$46.3 Million2.48% of portfolio