Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONGRESS WEALTH MANAGEMENT LLC / DE / | 04-18-2024 | 03-31-2024 | 577 | 5,790,255,796 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | COM | 1 | $272,492,692 | 652,380 | 0.00 | 0.00 | -942 | -0.14 | 03-31-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 2 | $213,958,216 | 1,027,311 | 0.00 | 0.00 | 101,198 | 10.93 | 03-31-2024 |
| JANUS DETROIT STR TR | HENDERSON MTG | 3 | $148,745,339 | 3,298,122 | 0.00 | 0.00 | 224,352 | 7.30 | 03-31-2024 |
| SELECT SECTOR SPDR TR | FINANCIAL | 4 | $121,319,408 | 2,880,327 | 0.00 | 0.00 | 1,163,616 | 67.78 | 03-31-2024 |
