Congress Wealth Management LLC PROFESIONALLY MANAGED PORTFO Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025
Number of Shares
247,317
Previous 202,031 22.42%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2025
BUY
N/A
45,286 Added 22.42%
247,317 $0
Q4 2024

Feb 11, 2025
BUY
N/A
182,687 Added 944.41%
202,031 $0
Q3 2024

Nov 12, 2024
BUY
N/A
5,641 Added 41.17%
19,344 $0
Q2 2024

Aug 13, 2024
BUY
N/A
13,703 New
13,703 $0
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