Congress Wealth Management LLC Spdr Bloomberg Short Term Inte Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,092,802 shares of BWZ stock, worth $30.2 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
1,092,802Holding current value
$30.2 Million% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding BWZ
# of Institutions
70Shares Held
10.1MCall Options Held
0Put Options Held
0-
Assetmark, Inc3.01MShares$83.1 Million0.2% of portfolio
-
Quent Capital, LLC898KShares$24.8 Million2.54% of portfolio
-
David R. Rahn & Associates Inc.825KShares$22.8 Million6.76% of portfolio
-
Financial Management Professionals, Inc.794KShares$21.9 Million2.6% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA573KShares$15.8 Million0.91% of portfolio