Congress Wealth Management LLC Angel Oak Fds Tr Income Etf(De Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
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 761,461 shares of CARY stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
761,461
Previous 757,380
0.54%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding CARY
# of Institutions
39Shares Held
11MCall Options Held
0Put Options Held
0-
Arkadios Wealth Advisors2.03MShares$00.0% of portfolio
-
Advocacy Wealth Management Services, LLC1.86MShares$00.0% of portfolio
-
Channel Wealth LLC Santa Barbara, CA1.07MShares$07.45% of portfolio
-
Executive Wealth Management, LLC1MShares$00.0% of portfolio
-
Wells Fargo & Company San Francisco, CA718KShares$00.0% of portfolio