Congress Wealth Management LLC / DE /
Position in LGLV — State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF
CIK 1904976
BOSTON, MA
All Filings in LGLV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 LGLV | $32,812,536 | 187,919 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 LGLV | $35,961,189 | 206,626 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 LGLV | $34,901,768 | 211,257 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 LGLV | $35,911,452 | 212,205 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 LGLV | $46,640,343 | 305,698 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 LGLV | $48,894,105 | 313,947 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 LGLV | $45,457,879 | 313,481 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 LGLV | $41,738,940 | 312,581 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||