Congress Wealth Management LLC Invesco Fd Tr Ii Emerging Mkts Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Invesco Fd Tr Ii Emerging Mkts stock. As of the latest transaction made, Congress Wealth Management LLC holds 20,823 shares of PCY stock, worth $410,213. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,823
Previous 21,310 2.29%
Holding current value
$410,213
Previous $422,000 0.71%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$19.7 - $20.61 $9,593 - $10,037
-487 Reduced 2.29%
20,823 $419,000
Q4 2024

Feb 11, 2025
BUY
$19.82 - $21.55 $4,300 - $4,676
217 Added 1.03%
21,310 $422,000
Q3 2024

Nov 12, 2024
SELL
$19.88 - $21.63 $2,962 - $3,222
-149 Reduced 0.7%
21,093 $453,000
Q2 2024

Aug 13, 2024
BUY
$19.6 - $20.57 $416,343 - $436,947
21,242 New
21,242 $424,000
Q3 2023

Oct 30, 2023
SELL
$18.07 - $19.91 $419,422 - $462,131
-23,211 Reduced 44.9%
28,480 $520,000
Q2 2023

Jul 13, 2023
SELL
$18.57 - $19.49 $25,273 - $26,525
-1,361 Reduced 2.57%
51,691 $1.01 Million
Q1 2023

Apr 14, 2023
SELL
$18.65 - $20.2 $4,755 - $5,151
-255 Reduced 0.48%
53,052 $1.02 Million
Q4 2022

Feb 02, 2023
SELL
$16.41 - $19.62 $28,028 - $33,510
-1,708 Reduced 3.1%
53,307 $995,000
Q3 2022

Nov 08, 2022
SELL
$16.81 - $20.26 $35,082 - $42,282
-2,087 Reduced 3.65%
55,015 $931,000
Q2 2022

Aug 11, 2022
BUY
$18.5 - $22.75 $15,965 - $19,633
863 Added 1.53%
57,102 $1.06 Million
Q1 2022

May 16, 2022
SELL
$21.0 - $26.08 $62,622 - $77,770
-2,982 Reduced 5.04%
56,239 $1.27 Million
Q4 2021

Feb 04, 2022
BUY
$25.63 - $27.15 $1.52 Million - $1.61 Million
59,221 New
59,221 $1.56 Million

Others Institutions Holding PCY

# of Institutions
211
Shares Held
42.2M
Call Options Held
5.7K
Put Options Held
25K
View Full List

About INVESCO FD TR II EMERGING MKTS

PCY Quotes by TradingView
  • Ticker PCY
  • Sector ETFs
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More about PCY
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