GeoWealth Management, LLC
Position in LGLV — State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF
CIK 1593387
CHICAGO, IL
All Filings in LGLV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 LGLV | $13,260,455 | 76,192 | Shares | Other | 2025-05-09 | |
| 2024-12-31 LGLV | $5,094,580 | 30,837 | Shares | Other | 2025-02-13 | |
| 2024-09-30 LGLV | $22,979,064 | 135,786 | Shares | Other | 2024-11-12 | |
| 2024-06-30 LGLV | $11,283,924 | 73,959 | Shares | Other | 2024-08-12 | |
| 2024-03-31 LGLV | $3,351,213 | 21,518 | Shares | Other | 2024-05-15 | |
| 2023-12-31 LGLV | $1,411,672 | 9,735 | Shares | Other | 2024-02-13 | |
| 2023-09-30 LGLV | $2,466,298 | 18,470 | Shares | Other | 2023-11-13 | |
| 2023-06-30 LGLV | $438,702 | 3,120 | Shares | Other | 2023-08-10 | |
| 2023-03-31 LGLV | $463,478 | 3,388 | Shares | Other | 2023-05-12 | |
| 2022-03-31 LGLV | $10,833,615 | 75,401 | Shares | Other | 2022-05-13 | |
| 2021-12-31 LGLV | $3,384,275 | 22,463 | Shares | Other | 2022-02-14 | |
| 2021-09-30 LGLV | $1,994,330 | 14,950 | Shares | Other | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||