Number of Shares
27,338.00
Current Holdings Value*
$2.79 Mil
% of Portfolio
1.67%
Total Estimate Gain
$1.80 Mil
% of Total Estimate Gain
45.73%

Squar Milner Financial Services LLC's SPDR SSGA US Large Cap Low Volatility Index ETF Holding Summary

As of 2020-06-30, Squar Milner Financial Services LLC held 27,338.00 shares of SPDR SSGA US Large Cap Low Volatility Index ETF(LGLV), totaling $2.79 Mil. This investment constitutes 1.67% of their stock portfolio, and Squar Milner Financial Services LLC now holds 0.55% of the outstanding SPDR SSGA US Large Cap Low Volatility Index ETF(LGLV) stock.

The initial trade took place in 2019Q3. And since then Squar Milner Financial Services LLC has made 2 purchases of LGLV, at an average price of $110.20, for a total of 35,797.00 shares. In addition, there have been 2 sales at an average price of $110.25 for 8,459.00 shares. Based on historical transaction data and LGLV's current price of $176.17, Squar Milner Financial Services LLC's estimated gain on his LGLV holdings is $1.80 Mil, reflecting a 45.73% gain to date.

Squar Milner Financial Services LLC LGLV ($176.17) Holding Chart

Squar Milner Financial Services 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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