Congress Wealth Management LLC Global X Fds Cybersecurity ETF Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Global X Fds Cybersecurity ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 20,007 shares of BUG stock, worth $686,840. This represents 0.01% of its overall portfolio holdings.
Number of Shares
20,007
Previous 19,459
2.82%
Holding current value
$686,840
Previous $629,000
17.97%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding BUG
# of Institutions
226Shares Held
10.6MCall Options Held
77.6KPut Options Held
52.7K-
Moss Adams Wealth Advisors LLC Seattle, WA1.52MShares$52.3 Million4.18% of portfolio
-
Morgan Stanley New York, NY1.12MShares$38.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC904KShares$31 Million0.01% of portfolio
-
Edmond De Rothschild Holding S.A. Chambesy, V8403KShares$13.8 Million0.24% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL398KShares$13.7 Million0.01% of portfolio