Baltimore-Washington Financial Advisors, Inc. LGLV Holdings History
Baltimore-Washington Financial Advisors, Inc.'s SPDR SSGA US Large Cap Low Volatility Index ETF Holding Summary
As of 2025-03-31, Baltimore-Washington Financial Advisors, Inc. held 275,611.00 shares of SPDR SSGA US Large Cap Low Volatility Index ETF(LGLV), totaling $47.97 Mil. This investment constitutes 2.54% of their stock portfolio, and Baltimore-Washington Financial Advisors, Inc. now holds 4.51% of the outstanding SPDR SSGA US Large Cap Low Volatility Index ETF(LGLV) stock.
The initial trade took place in 2019Q3. And since then Baltimore-Washington Financial Advisors, Inc. has made 20 purchases of LGLV, at an average price of $132.04, for a total of 286,601.00 shares. In addition, there have been 2 sales at an average price of $139.96 for 10,990.00 shares. Based on historical transaction data and LGLV's current price of $176.17, Baltimore-Washington Financial Advisors, Inc.'s estimated gain on his LGLV holdings is $12.25 Mil, reflecting a 32.37% gain to date.
Baltimore-Washington Financial Advisors, Inc. LGLV ($176.17) Holding Chart
Baltimore-Washington Financial Advisors, Inc. LGLV ($176.17) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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