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Congress Wealth Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Congress Wealth Management’s Portfolio SNPE Stock Details SNPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$220K Hold
3,982
– – ﹤0.01% 1130
2025
Q1 		$201K Sell
3,982
-647
-14% -$34.3K ﹤0.01% 1033
2024
Q4 		$247K Buy
4,629
+647
+16% +$34.8K ﹤0.01% 808
2024
Q3 		$209K Buy
+3,982
New +$202K ﹤0.01% 809
2022
Q2 		– Sell
-16,791
Closed -$688K – 612
2022
Q1 		$688K Buy
16,791
+1,121
+7% +$45.1K 0.02% 400
2021
Q4 		$668K Buy
+15,670
New +$645K 0.01% 426

Other funds holding SNPE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return