Congress Wealth Management LLC Spdr Bloomberg Investment Grad Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Congress Wealth Management LLC holds 20,000 shares of FLRN stock, worth $616,200. This represents 0.01% of its overall portfolio holdings.
Number of Shares
20,000
Previous 20,000
-0.0%
Holding current value
$616,200
Previous $616,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FLRN
# of Institutions
362Shares Held
61.2MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC4.09MShares$126 Million0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$116 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.25MShares$69.2 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.96MShares$60.5 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A61.91MShares$58.9 Million0.01% of portfolio