Congress Wealth Management LLC Ark ETF Tr Innovation ETF (De) Transaction History

Congress Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 02, 2023	SELL	$29.64 - $40.79 $500,589 - $688,902	-16,889 Reduced 71.08%	6,870 $214,000
Q3 2022 Nov 08, 2022	SELL	$37.43 - $52.19 $5,352 - $7,463	-143 Reduced 0.6%	23,759 $896,000
Q2 2022 Aug 11, 2022	SELL	$36.58 - $70.5 $504,547 - $972,406	-13,793 Reduced 36.59%	23,902 $953,000
Q1 2022 May 16, 2022	SELL	$52.29 - $96.99 $660,893 - $1.23 Million	-12,639 Reduced 25.11%	37,695 $2.5 Million
Q4 2021 Feb 04, 2022	BUY	$91.87 - $125.12 $4.62 Million - $6.3 Million	50,334 New	50,334 $4.76 Million

676

50.3M

16.1M

16.3M

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