Congress Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Congress Wealth Management LLC holds 174,480 shares of SPDW stock, worth $6.48 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
174,480
Previous 186,461
6.43%
Holding current value
$6.48 Million
Previous $6.68 Million
8.41%
% of portfolio
0.1%
Previous 0.12%
Shares
11 transactions
Others Institutions Holding SPDW
# of Institutions
934Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.24 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.98 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.09 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.03 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$653 Million16.46% of portfolio