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Service Pptys Tr shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Service Pptys Tr (SVC) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Service Pptys Tr

Tip: Access up to 7 years of quarterly data

All positions including Service Pptys Tr held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Service Pptys Tr by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 744k 4.56

More positions owned by Congress Wealth Management LLC / DE /

Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Financial (XLF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Communication (XLC)
Spdr Ser Tr Portfli Intrmdit (SPTI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Coca-Cola Company (KO)
Meta Platforms Cl A (META)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Service Pptys Tr

BlackRock
BlackRock
Vanguard Group
State Street Corporation
Charles Schwab Investment Management
Invesco
Capital Management Corporation
Geode Capital Management
LSV Asset Management
Morgan Stanley
Dimensional Fund Advisors
Mirae Asset Global Etfs Holdings
Goldman Sachs Group
Northern Trust
Siguler Guff Advisers

View all funds holding Service Pptys Tr