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 $407,646. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,631
Previous 19,011 2.0%
Holding current value
$407,646
Previous $410,000 2.2%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$21.35 - $22.73 $8,113 - $8,637
-380 Reduced 2.0%
18,631 $419,000
Q2 2024

Aug 13, 2024
BUY
$20.97 - $21.76 $398,660 - $413,679
19,011 New
19,011 $410,000
Q3 2023

Oct 30, 2023
SELL
$20.73 - $21.96 $2,052 - $2,174
-99 Reduced 0.33%
30,221 $628,000
Q2 2023

Jul 13, 2023
SELL
$21.68 - $22.43 $5,246 - $5,428
-242 Reduced 0.79%
30,320 $664,000
Q1 2023

Apr 14, 2023
SELL
$21.47 - $22.62 $41,823 - $44,063
-1,948 Reduced 5.99%
30,562 $677,000
Q4 2022

Feb 02, 2023
SELL
$20.76 - $22.35 $133,839 - $144,090
-6,447 Reduced 16.55%
32,510 $705,000
Q3 2022

Nov 08, 2022
SELL
$21.2 - $23.55 $6,466 - $7,182
-305 Reduced 0.78%
38,957 $836,000
Q2 2022

Aug 11, 2022
BUY
$22.01 - $23.84 $45,582 - $49,372
2,071 Added 5.57%
39,262 $897,000
Q1 2022

May 16, 2022
SELL
$23.73 - $25.3 $483,213 - $515,183
-20,363 Reduced 35.38%
37,191 $891,000
Q4 2021

Feb 04, 2022
BUY
$25.33 - $25.72 $1.46 Million - $1.48 Million
57,554 New
57,554 $1.46 Million

Others Institutions Holding SPMB

# of Institutions
213
Shares Held
239M
Call Options Held
0
Put Options Held
12.3K
View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

SPMB Quotes by TradingView
  • Ticker SPMB
  • Sector ETFs
  • Industry ETFs
More about SPMB
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email