Congress Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,761,386 shares of SPSM stock, worth $74.6 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
1,761,386
Previous 1,794,197
1.83%
Holding current value
$74.6 Million
Previous $81.7 Million
3.1%
% of portfolio
1.14%
Previous 1.13%
Shares
13 transactions
Others Institutions Holding SPSM
# of Institutions
974Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$937 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$891 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$685 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$276 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$235 Million0.05% of portfolio