Congress Wealth Management LLC Vaneck ETF Tr J.P. Morgan Em L Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 30, 2023	SELL	$23.7 - $26.05 $1,540 - $1,693	-65 Reduced 0.16%	40,137 $958,000
Q2 2023 Jul 13, 2023	SELL	$24.83 - $25.71 $124 - $128	-5 Reduced 0.01%	40,202 $1.03 Million
Q1 2023 Apr 14, 2023	SELL	$24.14 - $25.51 $23,705 - $25,050	-982 Reduced 2.38%	40,207 $1.02 Million
Q4 2022 Feb 02, 2023	SELL	$22.46 - $24.42 $7.37 Million - $8.02 Million	-328,336 Reduced 88.85%	41,189 $998,000
Q3 2022 Nov 08, 2022	SELL	$22.8 - $25.04 $165,550 - $181,815	-7,261 Reduced 1.93%	369,525 $8.42 Million
Q2 2022 Aug 11, 2022	BUY	$24.21 - $27.02 $64,858 - $72,386	2,679 Added 0.72%	376,786 $9.22 Million
Q1 2022 May 16, 2022	BUY	$25.9 - $29.13 $1.91 Million - $2.15 Million	73,712 Added 24.54%	374,107 $10.1 Million
Q4 2021 Feb 04, 2022	BUY	$28.27 - $30.05 $8.49 Million - $9.03 Million	300,395 New	300,395 $8.59 Million

Others Institutions Holding EMLC

# of Institutions

259

Shares Held

87.6M

Call Options Held

0

Put Options Held

33.5K

Personal Capital Advisors Corp

8.83M
Shares

$205 Million
1.04% of portfolio
Sei Investments CO Oaks, PA

7.69M
Shares

$179 Million
0.26% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.24M
Shares

$168 Million
0.04% of portfolio
Asset Management One Co., Ltd.

5.56M
Shares

$129 Million
0.51% of portfolio
Varma Mutual Pension Insurance CO Varma, H9

4.1M
Shares

$95.3 Million
0.96% of portfolio

About VANECK ETF TR J.P. MORGAN EM L

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