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 $255,975. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,451
Previous 6,961 7.33%
Holding current value
$255,975
Previous $276,000 3.26%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$39.37 - $41.68 $20,078 - $21,256
-510 Reduced 7.33%
6,451 $267,000
Q1 2024

Apr 18, 2024
SELL
$39.46 - $40.35 $926,362 - $947,256
-23,476 Reduced 77.13%
6,961 $278,000
Q4 2023

Feb 09, 2024
SELL
$37.52 - $40.38 $142,275 - $153,120
-3,792 Reduced 11.08%
30,437 $1.23 Million
Q3 2023

Oct 30, 2023
BUY
$38.6 - $40.65 $14,706 - $15,487
381 Added 1.13%
34,229 $1.32 Million
Q2 2023

Jul 13, 2023
BUY
$40.21 - $41.35 $388,348 - $399,358
9,658 Added 39.93%
33,848 $1.37 Million
Q1 2023

Apr 14, 2023
SELL
$39.94 - $41.62 $60,069 - $62,596
-1,504 Reduced 5.85%
24,190 $992,000
Q4 2022

Feb 02, 2023
SELL
$39.06 - $41.25 $2.35 Million - $2.48 Million
-60,120 Reduced 70.06%
25,694 $1.03 Million
Q3 2022

Nov 08, 2022
BUY
$40.06 - $42.94 $104,276 - $111,772
2,603 Added 3.13%
85,814 $3.45 Million
Q2 2022

Aug 11, 2022
BUY
$41.69 - $44.58 $3.47 Million - $3.71 Million
83,211 New
83,211 $3.51 Million

Others Institutions Holding TOTL

# of Institutions
373
Shares Held
67.3M
Call Options Held
0
Put Options Held
0
View Full List

About SSGA ACTIVE ETF TR SPDR DOBLEL

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