Congress Wealth Management LLC Global X Fds Global X Consciou Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Global X Fds Global X Consciou stock. As of the latest transaction made, Congress Wealth Management LLC holds 9,364 shares of KRMA stock, worth $373,061. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,364

Previous 14,147 33.81%

Holding current value

$373,061

Previous $553,000 33.82%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$38.55 - $40.97 $184,384 - $195,959	-4,783 Reduced 33.81%	9,364 $366,000
Q3 2024 Nov 12, 2024	SELL	$35.21 - $39.14 $1,971 - $2,191	-56 Reduced 0.39%	14,147 $553,000
Q2 2024 Aug 13, 2024	BUY	$34.24 - $37.19 $486,310 - $528,209	14,203 New	14,203 $525,000
Q3 2023 Oct 30, 2023	BUY	$29.65 - $32.14 $56,423 - $61,162	1,903 Added 13.66%	15,834 $472,000
Q2 2023 Jul 13, 2023	BUY	$28.98 - $31.2 $1,738 - $1,872	60 Added 0.43%	13,931 $432,000
Q1 2023 Apr 14, 2023	BUY	$27.55 - $30.25 $8,154 - $8,954	296 Added 2.18%	13,871 $409,000
Q4 2022 Feb 02, 2023	BUY	$25.61 - $29.64 $36,724 - $42,503	1,434 Added 11.81%	13,575 $375,000
Q3 2022 Nov 08, 2022	BUY	$25.51 - $30.73 $1,862 - $2,243	73 Added 0.6%	12,141 $309,000
Q2 2022 Aug 11, 2022	SELL	$26.02 - $32.42 $178,601 - $222,530	-6,864 Reduced 36.26%	12,068 $322,000
Q1 2022 May 16, 2022	SELL	$29.58 - $34.52 $2,336 - $2,727	-79 Reduced 0.42%	18,932 $614,000
Q4 2021 Feb 04, 2022	BUY	$31.33 - $34.92 $595,614 - $663,864	19,011 New	19,011 $655,000

Others Institutions Holding KRMA

# of Institutions

Shares Held

14.8M

Call Options Held

Put Options Held

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About GLOBAL X FDS GLOBAL X CONSCIOU

Ticker KRMA
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Congress Wealth Management LLC Global X Fds Global X Consciou Transaction History