Congress Wealth Management LLC Ssga Active Trust Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Ssga Active Trust stock. As of the latest transaction made, Congress Wealth Management LLC holds 75,701 shares of SRLN stock, worth $3.13 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
75,701
Previous 98,350 23.03%
Holding current value
$3.13 Million
Previous $4.1 Million 24.15%
% of portfolio
0.04%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$41.02 - $41.99 $929,061 - $951,031
-22,649 Reduced 23.03%
75,701 $3.11 Million
Q4 2024

Feb 11, 2025
SELL
$41.48 - $42.08 $1.76 Million - $1.78 Million
-42,399 Reduced 30.12%
98,350 $4.1 Million
Q3 2024

Nov 12, 2024
SELL
$40.93 - $41.85 $3.28 Million - $3.36 Million
-80,177 Reduced 36.29%
140,749 $5.88 Million
Q2 2024

Aug 13, 2024
SELL
$41.68 - $42.09 $8.67 Million - $8.76 Million
-208,076 Reduced 48.5%
220,926 $9.23 Million
Q1 2024

Apr 18, 2024
SELL
$41.64 - $42.11 $439,177 - $444,134
-10,547 Reduced 2.4%
429,002 $18.1 Million
Q4 2023

Feb 09, 2024
BUY
$41.29 - $41.98 $456,997 - $464,634
11,068 Added 2.58%
439,549 $18.4 Million
Q3 2023

Oct 30, 2023
BUY
$41.52 - $42.12 $4 Million - $4.06 Million
96,448 Added 29.05%
428,481 $18 Million
Q2 2023

Jul 13, 2023
BUY
$40.84 - $41.87 $190,477 - $195,281
4,664 Added 1.42%
332,033 $13.9 Million
Q1 2023

Apr 14, 2023
SELL
$40.7 - $42.14 $196,825 - $203,789
-4,836 Reduced 1.46%
327,369 $13.6 Million
Q4 2022

Feb 02, 2023
BUY
$40.74 - $41.61 $316,346 - $323,101
7,765 Added 2.39%
332,205 $13.6 Million
Q3 2022

Nov 08, 2022
BUY
$40.87 - $43.45 $1.05 Million - $1.11 Million
25,647 Added 8.58%
324,440 $13.3 Million
Q2 2022

Aug 11, 2022
SELL
$41.64 - $45.06 $54.5 Million - $58.9 Million
-1,308,082 Reduced 81.41%
298,793 $12.4 Million
Q1 2022

May 16, 2022
BUY
$43.97 - $45.84 $5.47 Million - $5.7 Million
124,377 Added 8.39%
1,606,875 $72.2 Million
Q4 2021

Feb 04, 2022
BUY
$45.27 - $45.96 $67.1 Million - $68.1 Million
1,482,498 New
1,482,498 $67.6 Million

Others Institutions Holding SRLN

# of Institutions
582
Shares Held
143M
Call Options Held
8K
Put Options Held
44.7K
View Full List

About SSGA ACTIVE TRUST

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