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

Congress Wealth Management LLC

  • $5.64 Billion
  • Q1 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 313,947 shares of LGLV stock, worth $47.7 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
313,947
Previous 313,481 0.15%
Holding current value
$47.7 Million
Previous $45.5 Million 7.56%
% of portfolio
0.87%
Previous 0.85%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
156
Shares Held
3.17M
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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