Congress Wealth Management LLC Spdr Portfolio Aggregate Bond Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 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 34,591 shares of SPAB stock, worth $892,447. This represents 0.01% of its overall portfolio holdings.
Number of Shares
34,591
Previous 34,525
0.19%
Holding current value
$892,447
Previous $872,000
0.57%
% of portfolio
0.01%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding SPAB
# of Institutions
480Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$589 Million0.29% of portfolio
-
Cwm, LLC14MShares$361 Million1.66% of portfolio
-
Envestnet Asset Management Inc10.9MShares$280 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$279 Million5.81% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$230 Million0.59% of portfolio