Congress Wealth Management LLC Ssga Active ETF Tr Ssga Ultra Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ssga Active ETF Tr Ssga Ultra stock. As of the latest transaction made, Congress Wealth Management LLC holds 35,163 shares of ULST stock, worth $1.43 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

35,163

Previous 50,214 29.97%

Holding current value

$1.43 Million

Previous $2.04 Million 29.99%

% of portfolio

0.01%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$40.41 - $40.68 $608,210 - $612,274	-15,051 Reduced 29.97%	35,163 $1.43 Million
Q1 2025 May 14, 2025	SELL	$40.24 - $40.65 $65,390 - $66,056	-1,625 Reduced 3.13%	50,214 $2.04 Million
Q4 2024 Feb 11, 2025	BUY	$40.34 - $40.62 $31,949 - $32,171	792 Added 1.55%	51,839 $2.09 Million
Q3 2024 Nov 12, 2024	SELL	$40.28 - $40.8 $10.9 Million - $11 Million	-269,813 Reduced 84.09%	51,047 $2.08 Million
Q2 2024 Aug 13, 2024	SELL	$40.27 - $40.47 $643,474 - $646,670	-15,979 Reduced 4.74%	320,860 $13 Million
Q1 2024 Apr 18, 2024	BUY	$40.35 - $40.62 $64,882 - $65,316	1,608 Added 0.48%	336,839 $13.6 Million
Q4 2023 Feb 09, 2024	BUY	$40.08 - $40.43 $127,454 - $128,567	3,180 Added 0.96%	335,231 $13.5 Million
Q3 2023 Oct 30, 2023	BUY	$40.12 - $40.33 $13.3 Million - $13.4 Million	332,051 New	332,051 $13.4 Million
Q2 2022 Aug 11, 2022	BUY	$39.82 - $40.04 $244,255 - $245,605	6,134 New	6,134 $244,000

Others Institutions Holding ULST

# of Institutions

129

Shares Held

15M

Call Options Held

Put Options Held

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About SSGA ACTIVE ETF TR SSGA ULTRA

Ticker ULST
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Ssga Active ETF Tr Ssga Ultra Transaction History