Congress Wealth Management LLC Spdr Portfolio Short Term Trea Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 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 $294,859. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,019
Previous 10,042
0.23%
Holding current value
$294,859
Previous $290,000
0.34%
% of portfolio
0.0%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding SPTS
# of Institutions
381Shares Held
135MCall Options Held
0Put Options Held
0-
Municipal Employees' Retirement System Of Michigan21.7MShares$639 Million8.69% of portfolio
-
State Street Corp Boston, MA11.4MShares$334 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC8.19MShares$241 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.57MShares$193 Million0.1% of portfolio
-
Envestnet Asset Management Inc4.85MShares$143 Million0.05% of portfolio