Congress Wealth Management LLC Spdr Ser Tr Ssga Gender Divers Transaction History

Congress Wealth Management LLC

$6.12 Billion
Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Spdr Ser Tr Ssga Gender Divers stock. As of the latest transaction made, Congress Wealth Management LLC holds 5,829 shares of SHE stock, worth $661,649. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,829

Holding current value

$661,649

% of portfolio

0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$100.4 - $109.05 $585,231 - $635,652	5,829 New	5,829 $634,000
Q3 2023 Oct 30, 2023	BUY	$84.78 - $90.85 $92,834 - $99,480	1,095 Added 20.58%	6,415 $545,000
Q2 2023 Jul 13, 2023	BUY	$81.77 - $88.04 $4,824 - $5,194	59 Added 1.12%	5,320 $468,000
Q1 2023 Apr 14, 2023	BUY	$78.34 - $85.23 $5,327 - $5,795	68 Added 1.31%	5,261 $436,000
Q4 2022 Feb 02, 2023	BUY	$72.94 - $83.73 $38,366 - $44,041	526 Added 11.27%	5,193 $409,000
Q3 2022 Nov 08, 2022	BUY	$72.78 - $86.73 $5,604 - $6,678	77 Added 1.68%	4,667 $339,000
Q2 2022 Aug 11, 2022	SELL	$73.56 - $93.77 $163,597 - $208,544	-2,224 Reduced 32.64%	4,590 $348,000
Q1 2022 May 16, 2022	BUY	$84.79 - $102.13 $2,458 - $2,961	29 Added 0.43%	6,814 $629,000
Q4 2021 Feb 04, 2022	BUY	$97.33 - $108.0 $660,384 - $732,780	6,785 New	6,785 $693,000

Others Institutions Holding SHE

# of Institutions

110

Shares Held

751K

Call Options Held

Put Options Held

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About SPDR SER TR SSGA GENDER DIVERS

Ticker SHE
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Congress Wealth Management LLC Spdr Ser Tr Ssga Gender Divers Transaction History