Congress Wealth Management LLC Spdr Portfolio Aggregate Bond Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Congress Wealth Management LLC holds 35,794 shares of SPAB stock, worth $902,366. This represents 0.01% of its overall portfolio holdings.

Number of Shares
35,794
Previous 30,041 19.15%
Holding current value
$902,366
Previous $785,000 13.89%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$24.94 - $26.14 $143,479 - $150,383
5,753 Added 19.15%
35,794 $894,000
Q3 2024

Nov 12, 2024
SELL
$24.86 - $26.33 $113,113 - $119,801
-4,550 Reduced 13.15%
30,041 $785,000
Q2 2024

Aug 13, 2024
BUY
$24.54 - $25.28 $1,619 - $1,668
66 Added 0.19%
34,591 $867,000
Q1 2024

Apr 18, 2024
SELL
$24.99 - $25.67 $428,078 - $439,727
-17,130 Reduced 33.16%
34,525 $872,000
Q4 2023

Feb 09, 2024
BUY
$23.71 - $25.74 $416,229 - $451,865
17,555 Added 51.48%
51,655 $1.32 Million
Q3 2023

Oct 30, 2023
BUY
$24.28 - $25.47 $395,059 - $414,422
16,271 Added 91.26%
34,100 $829,000
Q2 2023

Jul 13, 2023
BUY
$25.22 - $26.01 $78,913 - $81,385
3,129 Added 21.29%
17,829 $452,000
Q1 2023

Apr 14, 2023
SELL
$24.92 - $26.08 $86,896 - $90,940
-3,487 Reduced 19.17%
14,700 $379,000
Q4 2022

Feb 02, 2023
SELL
$24.25 - $25.85 $72,265 - $77,033
-2,980 Reduced 14.08%
18,187 $457,000
Q3 2022

Nov 08, 2022
BUY
$24.75 - $27.0 $123,131 - $134,325
4,975 Added 30.73%
21,167 $528,000
Q2 2022

Aug 11, 2022
SELL
$25.67 - $27.71 $1.33 Million - $1.44 Million
-51,997 Reduced 76.25%
16,192 $427,000
Q1 2022

May 16, 2022
SELL
$27.54 - $29.46 $435,049 - $465,379
-15,797 Reduced 18.81%
68,189 $1.9 Million
Q4 2021

Feb 04, 2022
BUY
$29.5 - $29.98 $2.48 Million - $2.52 Million
83,986 New
83,986 $2.49 Million

Others Institutions Holding SPAB

# of Institutions
537
Shares Held
271M
Call Options Held
800
Put Options Held
0
View Full List

About SPDR PORTFOLIO AGGREGATE BOND

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