Congress Wealth Management LLC Spdr Portfolio Short Term Trea Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Congress Wealth Management LLC holds 10,019 shares of SPTS stock, worth $291,552. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,019
Previous 10,019 -0.0%
Holding current value
$291,552
Previous $289,000 1.73%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$28.65 - $28.88 $658 - $664
-23 Reduced 0.23%
10,019 $289,000
Q4 2023

Feb 09, 2024
SELL
$28.59 - $29.06 $56,322 - $57,248
-1,970 Reduced 16.4%
10,042 $291,000
Q3 2023

Oct 30, 2023
SELL
$28.66 - $28.88 $773 - $779
-27 Reduced 0.22%
12,012 $344,000
Q2 2023

Jul 13, 2023
SELL
$28.78 - $29.3 $14,908 - $15,177
-518 Reduced 4.13%
12,039 $346,000
Q1 2023

Apr 14, 2023
SELL
$28.64 - $29.36 $4,439 - $4,550
-155 Reduced 1.22%
12,557 $367,000
Q4 2022

Feb 02, 2023
SELL
$28.7 - $29.07 $1,205 - $1,220
-42 Reduced 0.33%
12,712 $367,000
Q3 2022

Nov 08, 2022
SELL
$28.84 - $29.57 $2,710 - $2,779
-94 Reduced 0.73%
12,754 $369,000
Q2 2022

Aug 11, 2022
SELL
$29.16 - $29.7 $32,425 - $33,026
-1,112 Reduced 7.97%
12,848 $378,000
Q1 2022

May 16, 2022
SELL
$29.62 - $30.41 $23,429 - $24,054
-791 Reduced 5.36%
13,960 $413,000
Q4 2021

Feb 04, 2022
BUY
$30.42 - $30.64 $448,725 - $451,970
14,751 New
14,751 $449,000

Others Institutions Holding SPTS

# of Institutions
402
Shares Held
176M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM TREA

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