Congress Wealth Management LLC Select Sector Spdr Tr Communic Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 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 1,126,550 shares of XLC stock, worth $98 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
1,126,550
Previous 1,132,462
0.52%
Holding current value
$98 Million
Previous $82.3 Million
11.8%
% of portfolio
1.63%
Previous 1.54%
Shares
10 transactions
Others Institutions Holding XLC
# of Institutions
982Shares Held
197MCall Options Held
1.9MPut Options Held
3.86M-
Bank Of America Corp Charlotte, NC46.6MShares$4.05 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY8.66MShares$753 Million0.06% of portfolio
-
Barclays PLC London, X08.34MShares$725 Million0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$591 Million0.14% of portfolio
-
Morgan Stanley New York, NY6.34MShares$551 Million0.04% of portfolio