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 147,877 shares of SPEM stock, worth $5.8 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
147,877
Previous 146,386
1.02%
Holding current value
$5.8 Million
Previous $5.3 Million
5.15%
% of portfolio
0.09%
Previous 0.09%
Shares
11 transactions
Others Institutions Holding SPEM
# of Institutions
767Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.6MShares$925 Million0.95% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$707 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$359 Million0.18% of portfolio
-
Allworth Financial LP6.23MShares$244 Million1.52% of portfolio
-
State Street Corp Boston, MA5.7MShares$223 Million0.01% of portfolio