Congress Wealth Management LLC Ssga Active Trust Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ssga Active Trust stock. As of the latest transaction made, Congress Wealth Management LLC holds 98,350 shares of SRLN stock, worth $4.1 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

98,350

Previous 140,749 30.12%

Holding current value

$4.1 Million

Previous $5.88 Million 30.17%

% of portfolio

0.06%

Previous 0.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$41.48 - $42.08 $1.76 Million - $1.78 Million	-42,399 Reduced 30.12%	98,350 $4.1 Million
Q3 2024 Nov 12, 2024	SELL	$40.93 - $41.85 $3.28 Million - $3.36 Million	-80,177 Reduced 36.29%	140,749 $5.88 Million
Q2 2024 Aug 13, 2024	SELL	$41.68 - $42.09 $8.67 Million - $8.76 Million	-208,076 Reduced 48.5%	220,926 $9.23 Million
Q1 2024 Apr 18, 2024	SELL	$41.64 - $42.11 $439,177 - $444,134	-10,547 Reduced 2.4%	429,002 $18.1 Million
Q4 2023 Feb 09, 2024	BUY	$41.29 - $41.98 $456,997 - $464,634	11,068 Added 2.58%	439,549 $18.4 Million
Q3 2023 Oct 30, 2023	BUY	$41.52 - $42.12 $4 Million - $4.06 Million	96,448 Added 29.05%	428,481 $18 Million
Q2 2023 Jul 13, 2023	BUY	$40.84 - $41.87 $190,477 - $195,281	4,664 Added 1.42%	332,033 $13.9 Million
Q1 2023 Apr 14, 2023	SELL	$40.7 - $42.14 $196,825 - $203,789	-4,836 Reduced 1.46%	327,369 $13.6 Million
Q4 2022 Feb 02, 2023	BUY	$40.74 - $41.61 $316,346 - $323,101	7,765 Added 2.39%	332,205 $13.6 Million
Q3 2022 Nov 08, 2022	BUY	$40.87 - $43.45 $1.05 Million - $1.11 Million	25,647 Added 8.58%	324,440 $13.3 Million
Q2 2022 Aug 11, 2022	SELL	$41.64 - $45.06 $54.5 Million - $58.9 Million	-1,308,082 Reduced 81.41%	298,793 $12.4 Million
Q1 2022 May 16, 2022	BUY	$43.97 - $45.84 $5.47 Million - $5.7 Million	124,377 Added 8.39%	1,606,875 $72.2 Million
Q4 2021 Feb 04, 2022	BUY	$45.27 - $45.96 $67.1 Million - $68.1 Million	1,482,498 New	1,482,498 $67.6 Million

Others Institutions Holding SRLN

# of Institutions

572

Shares Held

141M

Call Options Held

48.3K

Put Options Held

48.7K

View Full List

About SSGA ACTIVE TRUST

Ticker SRLN
Sector ETFs
Industry ETFs

More about SRLN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Account

Congress Wealth Management LLC Ssga Active Trust Transaction History