CWM, LLC LGLV Holdings History

Number of Shares
814,631.00
Current Holdings Value*
$141.78 Mil
% of Portfolio
0.57%
Total Estimate Gain
$7.45 Mil
% of Total Estimate Gain
5.45%

CWM, LLC's SPDR SSGA US Large Cap Low Volatility Index ETF Holding Summary

As of 2025-03-31, CWM, LLC held 814,631.00 shares of SPDR SSGA US Large Cap Low Volatility Index ETF(LGLV), totaling $141.78 Mil. This investment constitutes 0.57% of their stock portfolio, and CWM, LLC now holds 13.33% of the outstanding SPDR SSGA US Large Cap Low Volatility Index ETF(LGLV) stock.

The initial trade took place in 2019Q1. And since then CWM, LLC has made 9 purchases of LGLV, at an average price of $166.82, for a total of 820,324.00 shares. In addition, there have been 6 sales at an average price of $138.01 for 5,693.00 shares. Based on historical transaction data and LGLV's current price of $176.17, CWM, LLC's estimated gain on his LGLV holdings is $7.45 Mil, reflecting a 5.45% gain to date.

CWM, LLC LGLV ($176.17) Holding Chart

CWM, LLC 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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