Congress Wealth Management LLC Spdr Ssga Us Large Cap Low Vol Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Congress Wealth Management LLC holds 305,698 shares of LGLV stock, worth $51.6 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
305,698
Previous 313,947
2.63%
Holding current value
$51.6 Million
Previous $48.9 Million
4.61%
% of portfolio
0.76%
Previous 0.87%
Shares
4 transactions
Others Institutions Holding LGLV
# of Institutions
162Shares Held
3.22MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO586KShares$98.9 Million11.36% of portfolio
-
Gerber Kawasaki Wealth & Investment Management320KShares$54 Million2.47% of portfolio
-
Baltimore Washington Financial Advisors, Inc.273KShares$46.2 Million2.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC165KShares$27.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY162KShares$27.3 Million0.0% of portfolio