Congress Wealth Management LLC First Tr Exchange Traded Fd Ut Transaction History

Congress Wealth Management LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 02, 2023	SELL	$29.52 - $34.44 $41.6 Million - $48.5 Million	-1,409,277 Reduced 99.19%	11,461 $380,000
Q3 2022 Nov 08, 2022	SELL	$30.55 - $36.1 $9.48 Million - $11.2 Million	-310,291 Reduced 17.93%	1,420,738 $43.4 Million
Q2 2022 Aug 11, 2022	BUY	$30.14 - $35.25 $8.92 Million - $10.4 Million	295,830 Added 20.61%	1,731,029 $55.9 Million
Q1 2022 May 16, 2022	BUY	$30.14 - $34.01 $43.3 Million - $48.8 Million	1,435,199 New	1,435,199 $48.8 Million

126

5.87M

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