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Guardian Wealth Advisors (North Carolina)’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio LGLV Stock Details LGLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-186
Closed -$28.4K – 462
2024
Q2 		$28.4K Buy
+186
New +$28.3K ﹤0.01% 327

Other funds holding LGLV

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s LGLV Position: Q3 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2024, closing a stake of 186 shares — an estimated $28.4K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in LGLV in Q2 2024 and held it in 1 quarter. The position peaked at $28.4K in Q2 2024. 154 funds tracked by Wall St. Rank hold LGLV as of Q3 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 186 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2024, an estimated $28.4K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2024 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $28.4K in Q2 2024.
  • 154 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 14 Nov 2024.