Congress Wealth Management LLC Financial Sector Spdr Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Congress Wealth Management LLC holds 2,912,582 shares of XLF stock, worth $148 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
2,912,582
Previous 2,942,025
1.0%
Holding current value
$148 Million
Previous $121 Million
9.14%
% of portfolio
1.83%
Previous 1.98%
Shares
12 transactions
Others Institutions Holding XLF
# of Institutions
1,837Shares Held
695MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.82 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.71 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.9 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$893 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$866 Million0.26% of portfolio