Congress Wealth Management LLC Wisdomtree Tr Intl Largecap Di Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Congress Wealth Management LLC holds 60,440 shares of DOL stock, worth $2.99 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
60,440
Previous 60,040 0.67%
Holding current value
$2.99 Million
Previous $3.05 Million 7.09%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2024
BUY
$49.13 - $54.55 $19,652 - $21,820
400 Added 0.67%
60,440 $3.26 Million
Q1 2024

Apr 18, 2024
SELL
$47.98 - $51.98 $96,055 - $104,063
-2,002 Reduced 3.23%
60,040 $3.1 Million
Q4 2023

Feb 09, 2024
BUY
$43.94 - $49.34 $377,049 - $423,386
8,581 Added 16.05%
62,042 $3.06 Million
Q3 2023

Oct 30, 2023
BUY
$45.36 - $48.51 $362,880 - $388,080
8,000 Added 17.6%
53,461 $2.44 Million
Q2 2023

Jul 13, 2023
SELL
$45.64 - $48.69 $96,437 - $102,881
-2,113 Reduced 4.44%
45,461 $2.14 Million
Q1 2023

Apr 14, 2023
BUY
$44.28 - $47.87 $103,083 - $111,441
2,328 Added 5.15%
47,574 $2.22 Million
Q4 2022

Feb 02, 2023
BUY
$37.25 - $45.18 $1,601 - $1,942
43 Added 0.1%
45,246 $1.99 Million
Q3 2022

Nov 08, 2022
SELL
$37.03 - $43.77 $44,436 - $52,524
-1,200 Reduced 2.59%
45,203 $1.69 Million
Q2 2022

Aug 11, 2022
SELL
$41.84 - $49.19 $82,131 - $96,559
-1,963 Reduced 4.06%
46,403 $1.94 Million
Q1 2022

May 16, 2022
BUY
$44.79 - $51.16 $18,184 - $20,770
406 Added 0.85%
48,366 $2.35 Million
Q4 2021

Feb 04, 2022
BUY
$46.91 - $49.68 $2.25 Million - $2.38 Million
47,960 New
47,960 $2.37 Million

Others Institutions Holding DOL

# of Institutions
95
Shares Held
8.12M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTL LARGECAP DI

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