Congress Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Congress Wealth Management LLC holds 50,220 shares of SPLG stock, worth $3.43 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
50,220Holding current value
$3.43 Million% of portfolio
0.05%Shares
9 transactions
Others Institutions Holding SPLG
# of Institutions
1,121Shares Held
446MCall Options Held
169KPut Options Held
155K-
Betterment LLC New York, NY42.7MShares$2.91 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.19 Billion1.05% of portfolio
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Creative Planning Overland Park, KS29.5MShares$2.01 Billion1.98% of portfolio
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Advance Capital Management, Inc. Southfield, MI12.5MShares$856 Million50.16% of portfolio
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Jpmorgan Chase & CO New York, NY11.3MShares$769 Million0.06% of portfolio