Congress Wealth Management LLC Global X Fds Adaptive U S Fact Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Global X Fds Adaptive U S Fact stock. As of the latest transaction made, Congress Wealth Management LLC holds 6,070 shares of AUSF stock, worth $272,846. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,070Holding current value
$272,846% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding AUSF
# of Institutions
81Shares Held
12.7MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.63MShares$208 Million0.35% of portfolio
-
Waddell & Associates, LLC1.46MShares$65.5 Million7.02% of portfolio
-
Bogart Wealth, LLC928KShares$41.7 Million1.76% of portfolio
-
Lpl Financial LLC Fort Mill, SC729KShares$32.8 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC672KShares$30.2 Million0.04% of portfolio