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 $258,749. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,451
Previous 6,961
7.33%
Holding current value
$258,749
Previous $276,000
3.26%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding TOTL
# of Institutions
353Shares Held
63.6MCall Options Held
0Put Options Held
0-
Signature Estate & Investment Advisors LLC7.49MShares$301 Million7.18% of portfolio
-
Morgan Stanley New York, NY5.24MShares$210 Million0.02% of portfolio
-
Envestnet Asset Management Inc3.15MShares$126 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.55MShares$102 Million0.05% of portfolio
-
Tectonic Advisors LLC Plano, TX2.35MShares$94.2 Million6.5% of portfolio