Congress Wealth Management LLC Select Sector Spdr Fund Health Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 2024
A detailed history of Congress Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Congress Wealth Management LLC holds 685,689 shares of XLV stock, worth $98.3 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
685,689
Previous 440,623
55.62%
Holding current value
$98.3 Million
Previous $60.1 Million
68.57%
% of portfolio
1.8%
Previous 1.12%
Shares
10 transactions
Others Institutions Holding XLV
# of Institutions
1,835Shares Held
210MCall Options Held
9.43MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC41.6MShares$5.97 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.03 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.67 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.06 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1 Billion0.25% of portfolio