Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Congress Wealth Management LLC / DE / »

Spdr Tr russell 1000 lowvol shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Spdr Tr russell 1000 lowvol (LGLV) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Spdr Tr russell 1000 lowvol

Tip: Access up to 7 years of quarterly data

All positions including Spdr Tr russell 1000 lowvol held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Spdr Tr russell 1000 lowvol by Congress Wealth Management LLC / DE /

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$49M	314k	155.74
2023-12-31	$46M	314k	145.01
2023-09-30	$42M	313k	133.53

More positions owned by Congress Wealth Management LLC / DE /

Goldman Sachs (GS)

Select Sector Spdr Tr Technology (XLK)

Janus Detroit Str Tr Henderson Mtg (JMBS)

Select Sector Spdr Tr Financial (XLF)

Spdr Ser Tr Portfolio Ln Tsr (SPTL)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Spdr Ser Tr Portfli Intrmdit (SPTI)

Global X Fds Us Infr Dev Etf (PAVE)

Select Sector Spdr Tr Communication (XLC)

Apple (AAPL)

Spdr Ser Tr Portfolio S&p600 (SPSM)

NVIDIA Corporation (NVDA)

Microsoft Corporation (MSFT)

Select Sector Spdr Tr Energy (XLE)

World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Spdr Tr russell 1000 lowvol

Syntegra Private Wealth Group

Congress Wealth Management LLC / DE /

Baltimore-Washington Financial Advisors

First American Trust

Wells Fargo & Company

Advisor Group Holdings

DORVAL Corp

McNaughton Wealth Management

Raymond James Financial Services Advisors

Astor Investment Management

Bank of America Corporation

AE Wealth Management

Founders Financial Securities

HF Advisory Group

Wealth Enhancement Advisory Services

View all funds holding Spdr Tr russell 1000 lowvol

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z