Congress Wealth Management LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,134,341 shares of SPBO stock, worth $33.7 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
1,134,341
Previous 1,137,452
0.27%
Holding current value
$33.7 Million
Previous $33.1 Million
1.68%
% of portfolio
0.53%
Previous 0.59%
Shares
11 transactions
Others Institutions Holding SPBO
# of Institutions
144Shares Held
40.6MCall Options Held
1.5KPut Options Held
7.2K-
Adviser Investments LLC13.2MShares$392 Million5.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.96MShares$87.8 Million0.04% of portfolio
-
St Germain D J CO Inc Springfield, MA2.58MShares$76.6 Million3.63% of portfolio
-
Nepc LLC Boston, MA2.46MShares$73.1 Million2.33% of portfolio
-
Bank Of America Corp Charlotte, NC2.23MShares$66.1 Million0.01% of portfolio