Congress Wealth Management LLC Spdr S&P Global Natural Resour Transaction History

Congress Wealth Management LLC

$6.12 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 18, 2024	BUY	$51.98 - $57.93 $1.28 Million - $1.42 Million	24,566 New	24,566 $1.42 Million

Others Institutions Holding GNR

# of Institutions

252

Shares Held

37.1M

Call Options Held

4.9K

Put Options Held

1.7K

Northern Trust Corp Chicago, IL

14.9M
Shares

$837 Million
0.14% of portfolio
Bank Of America Corp Charlotte, NC

1.92M
Shares

$108 Million
0.01% of portfolio
Pure Financial Advisors, LLC

1.64M
Shares

$92.1 Million
2.34% of portfolio
Hackensack Meridian Health, Inc. Edison, NJ

1.61M
Shares

$90.4 Million
11.96% of portfolio
Morgan Stanley New York, NY

1.31M
Shares

$73.6 Million
0.01% of portfolio

About SPDR S&P GLOBAL NATURAL RESOUR

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