A detailed history of Congress Wealth Management LLC transactions in Affiliated Managers Group, Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 3,652 shares of AMG stock, worth $676,934. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,652
Previous 3,642 0.27%
Holding current value
$676,934
Previous $568,000 14.26%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$154.72 - $185.62 $1,547 - $1,856
10 Added 0.27%
3,652 $649,000
Q2 2024

Aug 13, 2024

BUY
$148.4 - $169.52 $540,472 - $617,391
3,642 New
3,642 $568,000

Others Institutions Holding AMG

About AFFILIATED MANAGERS GROUP, INC.


  • Ticker AMG
  • Exchange OTC
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 38,226,500
  • Market Cap $7.09B
  • Description
  • Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. It provides advisory or subadvisory services to mutual funds. These funds are distributed to retail and institutiona...
More about AMG
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.