Congress Wealth Management LLC JANUS DETROIT STR TR Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025
Number of Shares
1,611,023
Previous 1,019,806 57.97%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
591,217 Added 57.97%
1,611,023 $0
Q4 2024

Feb 11, 2025
BUY
N/A
76,773 Added 8.14%
1,019,806 $0
Q3 2024

Nov 12, 2024
SELL
N/A
-375 Reduced 0.04%
943,033 $0
Q2 2024

Aug 13, 2024
BUY
N/A
180,797 Added 23.71%
943,408 $0
Q1 2024

Apr 18, 2024
BUY
N/A
762,611 New
762,611 $0
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