Congress Wealth Management LLC Spdr Euro Stoxx 50 ETF Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Spdr Euro Stoxx 50 ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 18,341 shares of FEZ stock, worth $1.02 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,341

Previous 25,025 26.71%

Holding current value

$1.02 Million

Previous $1.33 Million 33.71%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$47.63 - $52.63 $318,358 - $351,778	-6,684 Reduced 26.71%	18,341 $883,000
Q3 2024 Nov 12, 2024	SELL	$47.72 - $53.81 $37,364 - $42,133	-783 Reduced 3.03%	25,025 $1.33 Million
Q2 2024 Aug 13, 2024	SELL	$50.03 - $53.92 $46,677 - $50,307	-933 Reduced 3.49%	25,808 $1.29 Million
Q1 2024 Apr 18, 2024	BUY	$45.8 - $52.79 $1.22 Million - $1.41 Million	26,741 New	26,741 $1.41 Million
Q3 2023 Oct 30, 2023	BUY	$41.45 - $47.23 $196,390 - $223,775	4,738 Added 18.18%	30,801 $1.29 Million
Q1 2023 Apr 14, 2023	BUY	$39.27 - $44.9 $302,379 - $345,730	7,700 Added 41.93%	26,063 $1.17 Million
Q4 2022 Feb 02, 2023	BUY	$30.89 - $40.59 $567,233 - $745,354	18,363 New	18,363 $710,000

Others Institutions Holding FEZ

# of Institutions

289

Shares Held

38.2M

Call Options Held

4.41M

Put Options Held

23.9M

View Full List

About SPDR EURO STOXX 50 ETF

Ticker FEZ
Sector ETFs
Industry ETFs

More about FEZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Account

Congress Wealth Management LLC Spdr Euro Stoxx 50 ETF Transaction History