Number of Shares
646,054.00
Current Holdings Value*
$112.44 Mil
% of Portfolio
13.15%
Total Estimate Gain
$23.79 Mil
% of Total Estimate Gain
26.84%

Syntegra Private Wealth Group, LLC's SPDR SSGA US Large Cap Low Volatility Index ETF Holding Summary

As of 2025-03-31, Syntegra Private Wealth Group, LLC held 646,054.00 shares of SPDR SSGA US Large Cap Low Volatility Index ETF(LGLV), totaling $112.44 Mil. This investment constitutes 13.15% of their stock portfolio, and Syntegra Private Wealth Group, LLC now holds 10.68% of the outstanding SPDR SSGA US Large Cap Low Volatility Index ETF(LGLV) stock.

The initial trade took place in 2022Q4. And since then Syntegra Private Wealth Group, LLC has made 8 purchases of LGLV, at an average price of $136.81, for a total of 647,957.00 shares. In addition, there have been 1 sales at an average price of $138.10 for 1,903.00 shares. Based on historical transaction data and LGLV's current price of $173.63, Syntegra Private Wealth Group, LLC's estimated gain on his LGLV holdings is $23.79 Mil, reflecting a 26.84% gain to date.

Syntegra Private Wealth Group, LLC LGLV ($173.63) Holding Chart

Syntegra Private Wealth Group, LLC LGLV ($173.63) 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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