Congress Wealth Management LLC Angel Oak Fds Tr Ultrashort In Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Angel Oak Fds Tr Ultrashort In stock. As of the latest transaction made, Congress Wealth Management LLC holds 257,290 shares of UYLD stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
257,290
Previous 231,759 11.02%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
N/A
25,531 Added 11.02%
257,290 $0
Q2 2024

Aug 13, 2024
BUY
N/A
144,053 Added 164.25%
231,759 $0
Q1 2024

Apr 18, 2024
BUY
N/A
27,400 Added 45.43%
87,706 $0
Q4 2023

Feb 09, 2024
BUY
N/A
14,079 Added 30.46%
60,306 $0
Q3 2023

Oct 30, 2023
BUY
N/A
9,172 Added 24.75%
46,227 $0
Q2 2023

Jul 13, 2023
BUY
N/A
23,498 Added 173.33%
37,055 $0
Q1 2023

Apr 14, 2023
BUY
N/A
4,087 Added 43.16%
13,557 $0
Q4 2022

Feb 02, 2023
BUY
N/A
9,470 New
9,470 $0

Others Institutions Holding UYLD

# of Institutions
44
Shares Held
10.4M
Call Options Held
0
Put Options Held
0
View Full List

About ANGEL OAK FDS TR ULTRASHORT IN

UYLD Quotes by TradingView
  • Ticker UYLD
More about UYLD
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