Congress Wealth Management LLC Spdr S&P 600 Small Cap Value E Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Congress Wealth Management LLC holds 23,698 shares of SLYV stock, worth $2.03 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
23,698
Previous 43,569
45.61%
Holding current value
$2.03 Million
Previous $3.61 Million
48.67%
% of portfolio
0.03%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding SLYV
# of Institutions
566Shares Held
31.2MCall Options Held
1KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.59MShares$222 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.43MShares$122 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.35MShares$116 Million0.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.28MShares$109 Million0.03% of portfolio
-
Goelzer Investment Management, Inc.911KShares$78 Million4.36% of portfolio