WIN ADVISORS, INC LGLV Holdings History

Number of Shares
72,947.00
Current Holdings Value*
$12.70 Mil
% of Portfolio
6.52%
Total Estimate Gain
$422,439.64
% of Total Estimate Gain
0.73%

WIN ADVISORS, INC's SPDR SSGA US Large Cap Low Volatility Index ETF Holding Summary

As of 2025-03-31, WIN ADVISORS, INC held 72,947.00 shares of SPDR SSGA US Large Cap Low Volatility Index ETF(LGLV), totaling $12.70 Mil. This investment constitutes 6.52% of their stock portfolio, and WIN ADVISORS, INC now holds 1.23% of the outstanding SPDR SSGA US Large Cap Low Volatility Index ETF(LGLV) stock.

The initial trade took place in 2022Q1. And since then WIN ADVISORS, INC has made 4 purchases of LGLV, at an average price of $148.63, for a total of 391,935.00 shares. In addition, there have been 4 sales at an average price of $144.14 for 318,988.00 shares. Based on historical transaction data and LGLV's current price of $174.08, WIN ADVISORS, INC's estimated gain on his LGLV holdings is $422,439.64, reflecting a 0.73% gain to date.

WIN ADVISORS, INC LGLV ($174.08) Holding Chart

WIN ADVISORS, INC LGLV ($174.08) 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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