Congress Wealth Management LLC Financial Sector Spdr Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 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 2,942,025 shares of XLF stock, worth $133 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
2,942,025
Previous 2,880,327
2.14%
Holding current value
$133 Million
Previous $121 Million
0.31%
% of portfolio
1.98%
Previous 2.15%
Shares
11 transactions
Others Institutions Holding XLF
# of Institutions
1,729Shares Held
693MCall Options Held
184MPut Options Held
267M-
Jpmorgan Chase & CO New York, NY153MShares$6.91 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC72.2MShares$3.26 Billion0.27% of portfolio
-
Morgan Stanley New York, NY39MShares$1.76 Billion0.13% of portfolio
-
Barclays PLC London, X025.6MShares$1.16 Billion0.32% of portfolio
-
Wells Fargo & Company San Francisco, CA13.9MShares$628 Million0.14% of portfolio