Congress Wealth Management LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Congress Wealth Management LLC

$7.9 Billion
Q1 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 206,626 shares of LGLV stock, worth $36.2 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

206,626

Previous 211,257 2.19%

Holding current value

$36.2 Million

Previous $34.9 Million 3.04%

% of portfolio

0.46%

Previous 0.5%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$162.48 - $175.37 $752,444 - $812,138	-4,631 Reduced 2.19%	206,626 $36 Million
Q4 2024 Feb 11, 2025	SELL	$164.89 - $177.66 $156,315 - $168,421	-948 Reduced 0.45%	211,257 $34.9 Million
Q3 2024 Nov 12, 2024	SELL	$151.63 - $169.74 $14.2 Million - $15.9 Million	-93,493 Reduced 30.58%	212,205 $35.9 Million
Q2 2024 Aug 13, 2024	SELL	$147.68 - $155.59 $1.22 Million - $1.28 Million	-8,249 Reduced 2.63%	305,698 $46.6 Million
Q1 2024 Apr 18, 2024	BUY	$144.21 - $155.74 $67,201 - $72,574	466 Added 0.15%	313,947 $48.9 Million
Q4 2023 Feb 09, 2024	BUY	$130.07 - $145.59 $117,063 - $131,031	900 Added 0.29%	313,481 $45.5 Million
Q3 2023 Oct 30, 2023	BUY	$133.53 - $143.85 $41.7 Million - $45 Million	312,581 New	312,581 $41.7 Million

Others Institutions Holding LGLV

# of Institutions

193

Shares Held

4.95M

Call Options Held

Put Options Held

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About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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Congress Wealth Management LLC Spdr Ssga Us Large Cap Low Vol Transaction History