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
1,311Shares Held
172MCall Options Held
13.4MPut Options Held
18.7M-
Bank Of America Corp Charlotte, NC28.6MShares$2.17 Billion0.18% of portfolio
-
Barclays PLC London, X010.3MShares$782 Million0.23% of portfolio
-
Morgan Stanley New York, NY9.74MShares$741 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY7.94MShares$604 Million0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY6.36MShares$484 Million0.04% of portfolio