Congress Wealth Management LLC Sells in Q3 2024

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
-339
- 2.44%
$128.67 - $183.96 $43.6K - $62.4K
13.6K $2.23M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.46K
- 2.41%
$49.93 - $51.15 $123K - $126K
99.7K $5.09M
HES
Hess Corp

Energy
-6
- 0.35%
$126.3 - $155.44 $758 - $933
1.73K $234K
SPG
Simon Property Group Inc

Real Estate
-498
- 13.55%
$146.09 - $170.11 $72.8K - $84.7K
3.18K $536K
MELI
Mercadolibre Inc

Consumer Cyclical
-57
- 23.55%
$1591.44 - $2140.1 $90.7K - $122K
185 $379K
VGSH
Vanguard

ETFs
-498
- 3.99%
$57.74 - $59.13 $28.8K - $29.4K
12K $707K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-790
- 5.96%
$48.4 - $50.91 $38.2K - $40.2K
12.5K $630K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-272
- 6.06%
$114.73 - $120.23 $31.2K - $32.7K
4.22K $504K
AER
Aer Cap Holdings N.V.

Industrials
-168
- 6.02%
$86.24 - $98.28 $14.5K - $16.5K
2.62K $248K
NLOK
Norton Life Lock Inc.

Technology
-472
- 5.0%
N/A
8.96K $192K
CE
Celanese Corp

Basic Materials
-75
- 3.51%
$119.16 - $147.51 $8.94K - $11.1K
2.06K $280K
EBAY
Ebay Inc

Consumer Cyclical
-1.1K
- 18.11%
$52.61 - $65.44 $57.7K - $71.8K
4.96K $323K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-199
- 6.86%
$100.75 - $111.62 $20K - $22.2K
2.7K $295K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-900
- 6.51%
$42.22 - $48.62 $38K - $43.8K
12.9K $601K
FTSL
First Trust Senior Ln Fund

ETFs
-32
- 0.48%
$45.51 - $46.26 $1.46K - $1.48K
6.64K $304K
Crane Company
-34.7K
- 24.79%
N/A
105K $0
CRH.L
Crh PLC

Basic Materials
-1
- 0.03%
N/A
3.06K $0
Janus Detroit Str Tr
-375
- 0.04%
N/A
943K $0
Vesta Real Estate Corp
-6.04K
- 37.75%
N/A
9.95K $0
SGDM
Sprott ETF Tr Gold Miners ETF
-1.63K
- 3.5%
N/A
44.9K $0
EMXF
Ishares Esg Advanced Msci Em E

ETFs
-987
- 9.64%
$35.28 - $41.16 $34.8K - $40.6K
9.26K $375K
Bondbloxx ETF Trust
-598
- 1.09%
N/A
54.5K $0
SPMD
Spdr Portfolio

ETFs
-686
- 5.94%
$50.29 - $54.92 $34.5K - $37.7K
10.9K $594K
MTD
Mettler Toledo International Inc

Healthcare
-12
- 5.91%
$1308.0 - $1521.03 $15.7K - $18.3K
191 $286K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-72
- 5.7%
$523.84 - $572.02 $37.7K - $41.2K
1.19K $678K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-158
- 3.37%
$52.1 - $59.66 $8.23K - $9.43K
4.53K $268K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-380
- 2.0%
$21.35 - $22.73 $8.11K - $8.64K
18.6K $419K
USXF
Ishares Esg Advanced Msci Usa

Technology
-599
- 3.49%
$43.59 - $49.35 $26.1K - $29.6K
16.5K $811K
FIS
Fidelity National Information Services, Inc.

Technology
-427
- 6.97%
$72.8 - $85.04 $31.1K - $36.3K
5.7K $477K
IBND
Spdr Bloomberg International C

ETFs
-12
- 0.12%
$28.7 - $30.78 $344 - $369
9.76K $298K
CNC
Centene Corp

Healthcare
-214
- 5.39%
$64.89 - $80.23 $13.9K - $17.2K
3.75K $282K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-61
- 1.05%
$102.79 - $114.21 $6.27K - $6.97K
5.77K $655K
FLEX
Flex Ltd.

Technology
-446
- 4.54%
$28.1 - $34.0 $12.5K - $15.2K
9.37K $313K
IAU
Ishares Gold Trust

ETFs
-2.76K
- 9.75%
$44.06 - $50.5 $122K - $140K
25.6K $1.27M
BWX
Spdr Bloomberg International T

ETFs
-43
- 0.3%
$21.34 - $23.47 $918 - $1.01K
14.2K $331K
AZO
Autozone Inc

Consumer Cyclical
-3
- 1.5%
$2815.0 - $3212.87 $8.45K - $9.64K
197 $620K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-984
- 3.4%
$49.09 - $55.08 $48.3K - $54.2K
27.9K $1.54M
KRMA
Global X Fds Global X Consciou

ETFs
-56
- 0.39%
$35.21 - $39.14 $1.97K - $2.19K
14.1K $553K
GRMN
Garmin LTD

Technology
-33
- 1.23%
$161.1 - $183.29 $5.32K - $6.05K
2.65K $465K
SPGI
S&P Global Inc.

Financial Services
-10
- 2.11%
$446.32 - $527.38 $4.46K - $5.27K
465 $240K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-149
- 0.7%
$19.88 - $21.63 $2.96K - $3.22K
21.1K $453K
IBN
Icici Bank LTD

Financial Services
-1.61K
- 2.09%
$27.58 - $31.38 $44.4K - $50.6K
75.6K $2.26M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-668
- 3.29%
$25.45 - $29.53 $17K - $19.7K
19.6K $572K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-30
- 0.84%
$210.25 - $231.86 $6.31K - $6.96K
3.55K $791K
NRG
Nrg Energy, Inc.

Utilities
-176
- 4.27%
$68.89 - $91.22 $12.1K - $16.1K
3.95K $359K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-63
- 0.68%
$59.25 - $65.33 $3.73K - $4.12K
9.23K $598K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-783
- 3.03%
$47.72 - $53.81 $37.4K - $42.1K
25K $1.33M
BAP
Credicorp LTD

Financial Services
-11
- 0.47%
$158.09 - $185.0 $1.74K - $2.04K
2.33K $422K
ITUB
Itau Unibanco Holding S.A.

Financial Services
-251
- 0.42%
$5.73 - $6.87 $1.44K - $1.72K
59.9K $398K
Activity Summary
Buys All Purchases 592 New Holdings 171 Increased Positions 421 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 0 Puts 0
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