Congress Wealth Management LLC Ssga Active ETF Tr Spdr Doblel Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Congress Wealth Management LLC holds 6,451 shares of TOTL stock, worth $254,040. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,451
Previous 6,961
7.33%
Holding current value
$254,040
Previous $276,000
3.26%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding TOTL
# of Institutions
361Shares Held
65.5MCall Options Held
0Put Options Held
0-
Signature Estate & Investment Advisors LLC7.49MShares$295 Million7.18% of portfolio
-
Morgan Stanley New York, NY5.61MShares$221 Million0.02% of portfolio
-
Envestnet Asset Management Inc3.15MShares$124 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.55MShares$100 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.5MShares$98.5 Million0.01% of portfolio