Congress Wealth Management LLC Select Sector Spdr Consumer Di Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Congress Wealth Management LLC holds 306,341 shares of XLY stock, worth $60.5 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
306,341
Previous 130,377
134.97%
Holding current value
$60.5 Million
Previous $26.1 Million
163.09%
% of portfolio
0.99%
Previous 0.36%
Shares
13 transactions
Others Institutions Holding XLY
# of Institutions
1,462Shares Held
82.4MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$3.66 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$736 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$585 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$527 Million0.2% of portfolio