Congress Wealth Management LLC Consumer Staples Sector Spdr Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Congress Wealth Management LLC holds 368,741 shares of XLP stock, worth $28 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
368,741
Previous 371,919
0.85%
Holding current value
$28 Million
Previous $28.5 Million
1.55%
% of portfolio
0.39%
Previous 0.47%
Shares
12 transactions
Others Institutions Holding XLP
# of Institutions
1,285Shares Held
178MCall Options Held
8.52MPut Options Held
11.8M-
Bank Of America Corp Charlotte, NC29.2MShares$2.22 Billion0.2% of portfolio
-
Barclays PLC London, X013.7MShares$1.04 Billion0.32% of portfolio
-
Goldman Sachs Group Inc New York, NY12.5MShares$949 Million0.16% of portfolio
-
Morgan Stanley New York, NY10.1MShares$769 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY6.36MShares$484 Million0.04% of portfolio