Congress Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 34,417 shares of SPSB stock, worth $1.03 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
34,417
Previous 33,993 1.25%
Holding current value
$1.03 Million
Previous $1.01 Million 3.27%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 12, 2024
BUY
$29.58 - $30.31 $12,541 - $12,851
424 Added 1.25%
34,417 $1.04 Million
Q2 2024

Aug 13, 2024
BUY
$29.51 - $29.7 $12,128 - $12,206
411 Added 1.22%
33,993 $1.01 Million
Q1 2024

Apr 18, 2024
BUY
$29.65 - $29.92 $7,560 - $7,629
255 Added 0.77%
33,582 $999,000
Q4 2023

Feb 09, 2024
BUY
$29.14 - $29.78 $14,861 - $15,187
510 Added 1.55%
33,327 $992,000
Q3 2023

Oct 30, 2023
BUY
$29.26 - $29.5 $960,225 - $968,101
32,817 New
32,817 $962,000

Others Institutions Holding SPSB

# of Institutions
569
Shares Held
196M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM CORP

SPSB Quotes by TradingView
  • Ticker SPSB
  • Sector ETFs
  • Industry ETFs
More about SPSB
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