Congress Wealth Management LLC Spdr Ser Tr Spdr Portfolio Mor 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 Mor stock. As of the latest transaction made, Congress Wealth Management LLC holds 18,631 shares of SPMB stock, worth $404,665. This represents 0.01% of its overall portfolio holdings.
Number of Shares
18,631
Previous 19,011
2.0%
Holding current value
$404,665
Previous $410,000
2.2%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding SPMB
# of Institutions
218Shares Held
242MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA176MShares$3.83 Billion8.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.1MShares$263 Million0.12% of portfolio
-
Townsquare Capital LLC5.27MShares$115 Million1.46% of portfolio
-
State Street Corp Boston, MA5.05MShares$110 Million0.0% of portfolio
-
Confluence Investment Management LLC2.77MShares$60.2 Million0.87% of portfolio