Congress Wealth Management LLC First Tr Exch Trd Fd Viii Firs Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$19.92 - $20.94 $313,042 - $329,072
15,715 New
15,715 $324,000
Q3 2023

Oct 30, 2023
BUY
$19.97 - $21.34 $239 - $256
12 Added 0.07%
18,130 $362,000
Q2 2023

Jul 13, 2023
SELL
$21.14 - $21.92 $9,534 - $9,885
-451 Reduced 2.43%
18,118 $386,000
Q1 2023

Apr 14, 2023
BUY
$21.0 - $22.1 $210 - $221
10 Added 0.05%
18,569 $403,000
Q4 2022

Feb 02, 2023
BUY
$20.43 - $21.75 $379,160 - $403,658
18,559 New
18,559 $391,000

Others Institutions Holding DEED

# of Institutions
35
Shares Held
2.17M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCH TRD FD VIII FIRS

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