Congress Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 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 33,993 shares of SPSB stock, worth $1.02 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
33,993
Previous 33,582
1.22%
Holding current value
$1.02 Million
Previous $999,000
1.0%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SPSB
# of Institutions
560Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS34MShares$1.02 Billion1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$537 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.2MShares$216 Million3.66% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$154 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$150 Million0.08% of portfolio