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

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

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 212,205 shares of LGLV stock, worth $37.2 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
212,205
Previous 305,698 30.58%
Holding current value
$37.2 Million
Previous $46.6 Million 23.0%
% of portfolio
0.5%
Previous 0.76%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
159
Shares Held
3.58M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SSGA US LARGE CAP LOW VOL

LGLV Quotes by TradingView
  • Ticker LGLV
  • Sector ETFs
  • Industry ETFs
More about LGLV
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