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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
2025-06-30 $1.8M 741k 2.39
2025-03-31 $1.9M 739k 2.61
2024-12-31 $1.4M 535k 2.54
2024-09-30 $3.4M 744k 4.56

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
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Select Sector Spdr Tr Communication (XLC)
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American Centy Etf Tr Avantis Emgmkt (AVEM)
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Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Service Pptys Tr

Vanguard Group
BlackRock
Charles Schwab Investment Management
Nantahala Capital Management
Capital Management Corporation
Goldman Sachs Group
Susquehanna Advisors Group
Whitebox Advisors
State Street Corporation
Geode Capital Management
Allianz Asset Management
Lonestar Capital Management
LSV Asset Management
D. E. Shaw & Co
Readystate Asset Management

View all funds holding Service Pptys Tr