Congress Wealth Management LLC Select Sector Spdr Tr Communic Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,012,944 shares of XLC stock, worth $97.2 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
1,012,944
Previous 1,037,983
2.41%
Holding current value
$97.2 Million
Previous $93.8 Million
4.51%
% of portfolio
1.41%
Previous 1.3%
Shares
13 transactions
Others Institutions Holding XLC
# of Institutions
1,165Shares Held
184MCall Options Held
3.62MPut Options Held
4.64M-
Bank Of America Corp Charlotte, NC43.4MShares$4.16 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.66MShares$927 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA7.93MShares$761 Million0.18% of portfolio
-
Morgan Stanley New York, NY6.79MShares$652 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.23MShares$502 Million0.21% of portfolio