Congress Wealth Management LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,128,340 shares of SPBO stock, worth $32.7 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
1,128,340
Previous 1,134,341
0.53%
Holding current value
$32.7 Million
Previous $32.6 Million
4.08%
% of portfolio
0.47%
Previous 0.53%
Shares
12 transactions
Others Institutions Holding SPBO
# of Institutions
155Shares Held
43.7MCall Options Held
900Put Options Held
100-
Adviser Investments LLC13.4MShares$388 Million5.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.19MShares$92.5 Million0.04% of portfolio
-
St Germain D J CO Inc Springfield, MA2.47MShares$71.7 Million3.5% of portfolio
-
Nepc LLC Boston, MA2.46MShares$71.4 Million2.23% of portfolio
-
Bank Of America Corp Charlotte, NC2.27MShares$66 Million0.01% of portfolio