Congress Wealth Management LLC Global X Fds Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Global X Fds stock. As of the latest transaction made, Congress Wealth Management LLC holds 9,615 shares of BOTZ stock, worth $337,967. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,615
Previous 8,192 17.37%
Holding current value
$337,967
Previous $233,000 34.33%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$24.51 - $32.65 $34,877 - $46,460
1,423 Added 17.37%
9,615 $313,000
Q1 2025

May 14, 2025
BUY
$28.46 - $34.53 $233,144 - $282,869
8,192 New
8,192 $233,000

Others Institutions Holding BOTZ

# of Institutions
459
Shares Held
33M
Call Options Held
188K
Put Options Held
320K
View Full List

About GLOBAL X FDS

BOTZ Quotes by TradingView
  • Ticker BOTZ
  • Sector ETFs
  • Industry ETFs
More about BOTZ
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