BWM
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Brown Wealth Management’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Brown Wealth Management’s Portfolio LGLV Stock Details LGLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-50,620
Closed -$6.76M – 90
2023
Q3 		$6.76M Buy
+50,620
New +$6.76M 3.22% 10