Congress Wealth Management LLC MATTHEWS INTL FDS Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025
Number of Shares
1,112,592
Previous 1,106,336 0.57%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2025
BUY
N/A
6,256 Added 0.57%
1,112,592 $0
Q4 2024

Feb 11, 2025
BUY
N/A
10,645 Added 0.97%
1,106,336 $0
Q3 2024

Nov 12, 2024
BUY
N/A
1,095,691 New
1,095,691 $0
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