Congress Wealth Management LLC Angel Oak Fds Tr Income Etf(De Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Angel Oak Fds Tr Income Etf(De stock. As of the latest transaction made, Congress Wealth Management LLC holds 777,786 shares of CARY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
777,786
Previous 772,211 0.72%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2025
BUY
N/A
5,575 Added 0.72%
777,786 $0
Q4 2024

Feb 11, 2025
BUY
N/A
10,750 Added 1.41%
772,211 $0
Q3 2024

Nov 12, 2024
BUY
N/A
4,081 Added 0.54%
761,461 $0
Q2 2024

Aug 13, 2024
BUY
N/A
4,251 Added 0.56%
757,380 $0
Q1 2024

Apr 18, 2024
BUY
N/A
24,133 Added 3.31%
753,129 $0
Q4 2023

Feb 09, 2024
BUY
N/A
512,787 Added 237.17%
728,996 $0
Q3 2023

Oct 30, 2023
BUY
N/A
13,258 Added 6.53%
216,209 $0
Q2 2023

Jul 13, 2023
BUY
N/A
60,688 Added 42.66%
202,951 $0
Q1 2023

Apr 14, 2023
SELL
N/A
-716 Reduced 0.5%
142,263 $0
Q4 2022

Feb 02, 2023
BUY
N/A
142,979 New
142,979 $0

Others Institutions Holding CARY

# of Institutions
59
Shares Held
15.7M
Call Options Held
0
Put Options Held
0
View Full List

About ANGEL OAK FDS TR INCOME ETF(DE

CARY Quotes by TradingView
  • Ticker CARY
More about CARY
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