Congress Wealth Management LLC Select Sector Spdr Tr Real Est Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Congress Wealth Management LLC holds 939,742 shares of XLRE stock, worth $40.7 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
939,742
Previous 8,128
11461.79%
Holding current value
$40.7 Million
Previous $312,000
13354.49%
% of portfolio
0.58%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding XLRE
# of Institutions
794Shares Held
134MCall Options Held
443KPut Options Held
2.32M-
Creative Planning Overland Park, KS29.1MShares$1.26 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$828 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$250 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.34MShares$188 Million0.09% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.99MShares$129 Million3.78% of portfolio