Retirement Planning Group Spdr Ssga Us Large Cap Low Vol Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 2024
Shares
5 transactions
Others Institutions Holding LGLV
# of Institutions
160Shares Held
3.52MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO616KShares$105 Million11.49% of portfolio
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Cwm, LLC340KShares$58.1 Million0.23% of portfolio
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Baltimore Washington Financial Advisors, Inc.276KShares$47.1 Million2.47% of portfolio
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Gerber Kawasaki Wealth & Investment Management239KShares$40.8 Million1.87% of portfolio
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Congress Wealth Management LLC Boston, MA212KShares$36.3 Million0.5% of portfolio