Congress Wealth Management LLC Spdr Index Shs Fd Spdr S&P Int Transaction History
Congress Wealth Management LLC
- $7.9 Billion
- Q1 2025
A detailed history of Congress Wealth Management LLC transactions in Spdr Index Shs Fd Spdr S&P Int stock. As of the latest transaction made, Congress Wealth Management LLC holds 21,633 shares of GWX stock, worth $801,069. This represents 0.01% of its overall portfolio holdings.
Number of Shares
21,633
Previous 20,565
5.19%
Holding current value
$801,069
Previous $637,000
8.48%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding GWX
# of Institutions
224Shares Held
14MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.12MShares$41.4 Million0.01% of portfolio
-
Envestnet Asset Management Inc869KShares$32.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC605KShares$22.4 Million0.0% of portfolio
-
Assetmark, Inc541KShares$20 Million0.05% of portfolio
-
Cetera Investment Advisers Schaumburg, IL530KShares$19.6 Million0.03% of portfolio