Congress Wealth Management LLC Spdr Portfolio Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Congress Wealth Management LLC holds 10,867 shares of SPMD stock, worth $600,945. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,867
Previous 11,553
5.94%
Holding current value
$600,945
Previous $592,000
0.34%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.05 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$956 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$675 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$324 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$318 Million10.91% of portfolio