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 $145 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
$145 Million
Previous $121 Million
9.14%
% of portfolio
1.83%
Previous 1.98%
Shares
12 transactions
Others Institutions Holding XLF
# of Institutions
1,800Shares Held
699MCall Options Held
191MPut Options Held
267M-
Jpmorgan Chase & CO New York, NY135MShares$6.69 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC72.2MShares$3.59 Billion0.27% of portfolio
-
Morgan Stanley New York, NY39MShares$1.94 Billion0.13% of portfolio
-
Barclays PLC London, X025.6MShares$1.27 Billion0.32% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$876 Million0.18% of portfolio