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Spdr Tr russell 1000 lowvol shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Spdr Tr russell 1000 lowvol (LGLV) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Spdr Tr russell 1000 lowvol

Tip: Access up to 7 years of quarterly data

All positions including Spdr Tr russell 1000 lowvol held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Tr russell 1000 lowvol by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $607k 4.5k 135.63
2022-09-30 $283k 2.3k 123.20
2022-06-30 $359k 2.7k 130.95
2022-03-31 $424k 3.0k 143.53
2021-09-30 $398k 3.0k 133.33
2021-06-30 $504k 3.8k 133.09
2021-03-31 $516k 4.1k 125.30