Congress Wealth Management LLC Spdr Ssga Us Large Cap Low Vol Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Congress Wealth Management LLC holds 187,919 shares of LGLV stock, worth $32.9 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
187,919
Previous 206,626
9.05%
Holding current value
$32.9 Million
Previous $36 Million
8.76%
% of portfolio
0.34%
Previous 0.46%
Shares
8 transactions
Others Institutions Holding LGLV
# of Institutions
193Shares Held
4.94MCall Options Held
0Put Options Held
0-
Cwm, LLC1.38MShares$242 Million0.85% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO699KShares$122 Million12.45% of portfolio
-
Baltimore Washington Financial Advisors, Inc.280KShares$49 Million2.4% of portfolio
-
Gerber Kawasaki Wealth & Investment Management260KShares$45.5 Million1.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC195KShares$34.2 Million0.01% of portfolio