Congress Wealth Management LLC Spdr S&P 600 Small Cap Value E Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,520 shares of SLYV stock, worth $368,380. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,520
Previous 4,509
0.24%
Holding current value
$368,380
Previous $391,000
0.77%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SLYV
# of Institutions
629Shares Held
31.6MCall Options Held
6.4KPut Options Held
600-
Bank Of America Corp Charlotte, NC2.68MShares$218 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.52MShares$124 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.3MShares$106 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA923KShares$75.2 Million13.81% of portfolio
-
Cerity Partners LLC New York, NY919KShares$74.9 Million0.18% of portfolio