Congress Wealth Management LLC Spdr Ssga Us Small Cap Low Vol Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, Congress Wealth Management LLC holds 109,372 shares of SMLV stock, worth $14.1 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
109,372
Previous 165,678 33.99%
Holding current value
$14.1 Million
Previous $18.2 Million 25.46%
% of portfolio
0.19%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$108.3 - $128.14 $6.1 Million - $7.22 Million
-56,306 Reduced 33.99%
109,372 $13.6 Million
Q2 2024

Aug 13, 2024
SELL
$103.54 - $113.03 $52,908 - $57,758
-511 Reduced 0.31%
165,678 $18.2 Million
Q1 2024

Apr 18, 2024
BUY
$105.26 - $112.11 $11,999 - $12,780
114 Added 0.07%
166,189 $18.6 Million
Q4 2023

Feb 09, 2024
SELL
$93.59 - $114.07 $254,658 - $310,384
-2,721 Reduced 1.61%
166,075 $18.7 Million
Q3 2023

Oct 30, 2023
BUY
$98.22 - $109.61 $16.6 Million - $18.5 Million
168,796 New
168,796 $16.7 Million

Others Institutions Holding SMLV

# of Institutions
85
Shares Held
779K
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SSGA US SMALL CAP LOW VOL

SMLV Quotes by TradingView
  • Ticker SMLV
  • Sector ETFs
  • Industry ETFs
More about SMLV
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