Congress Wealth Management LLC Global X Fds Global X Consciou Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Global X Fds Global X Consciou stock. As of the latest transaction made, Congress Wealth Management LLC holds 9,364 shares of KRMA stock, worth $373,061. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,364
Previous 14,147 33.81%
Holding current value
$373,061
Previous $553,000 33.82%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$38.55 - $40.97 $184,384 - $195,959
-4,783 Reduced 33.81%
9,364 $366,000
Q3 2024

Nov 12, 2024
SELL
$35.21 - $39.14 $1,971 - $2,191
-56 Reduced 0.39%
14,147 $553,000
Q2 2024

Aug 13, 2024
BUY
$34.24 - $37.19 $486,310 - $528,209
14,203 New
14,203 $525,000
Q3 2023

Oct 30, 2023
BUY
$29.65 - $32.14 $56,423 - $61,162
1,903 Added 13.66%
15,834 $472,000
Q2 2023

Jul 13, 2023
BUY
$28.98 - $31.2 $1,738 - $1,872
60 Added 0.43%
13,931 $432,000
Q1 2023

Apr 14, 2023
BUY
$27.55 - $30.25 $8,154 - $8,954
296 Added 2.18%
13,871 $409,000
Q4 2022

Feb 02, 2023
BUY
$25.61 - $29.64 $36,724 - $42,503
1,434 Added 11.81%
13,575 $375,000
Q3 2022

Nov 08, 2022
BUY
$25.51 - $30.73 $1,862 - $2,243
73 Added 0.6%
12,141 $309,000
Q2 2022

Aug 11, 2022
SELL
$26.02 - $32.42 $178,601 - $222,530
-6,864 Reduced 36.26%
12,068 $322,000
Q1 2022

May 16, 2022
SELL
$29.58 - $34.52 $2,336 - $2,727
-79 Reduced 0.42%
18,932 $614,000
Q4 2021

Feb 04, 2022
BUY
$31.33 - $34.92 $595,614 - $663,864
19,011 New
19,011 $655,000

Others Institutions Holding KRMA

# of Institutions
49
Shares Held
14.8M
Call Options Held
0
Put Options Held
0
View Full List

About GLOBAL X FDS GLOBAL X CONSCIOU

KRMA Quotes by TradingView
  • Ticker KRMA
  • Sector ETFs
  • Industry ETFs
More about KRMA
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email