Congress Wealth Management LLC Spdr Portfolio Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Congress Wealth Management LLC holds 11,553 shares of SPMD stock, worth $630,216. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,553Holding current value
$630,216% of portfolio
0.01%Shares
9 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.81 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$887 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$674 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$317 Million7.99% of portfolio
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Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio