Congress Wealth Management LLC Invesco ETF Tr Ii Solar ETF Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Invesco ETF Tr Ii Solar ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 128,384 shares of TAN stock, worth $4.07 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
128,384
Previous 120,919 6.17%
Holding current value
$4.07 Million
Previous $4 Million 2.35%
% of portfolio
0.05%
Previous 0.06%

Shares

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

May 14, 2025
BUY
$30.46 - $36.6 $227,383 - $273,219
7,465 Added 6.17%
128,384 $3.91 Million
Q4 2024

Feb 11, 2025
SELL
$32.56 - $42.89 $281,188 - $370,398
-8,636 Reduced 6.67%
120,919 $4 Million
Q3 2024

Nov 12, 2024
BUY
$38.1 - $44.5 $4.94 Million - $5.77 Million
129,555 New
129,555 $5.59 Million
Q1 2022

May 16, 2022
SELL
$59.66 - $78.49 $10.2 Million - $13.5 Million
-171,719 Closed
0 $0
Q4 2021

Feb 04, 2022
BUY
$73.76 - $100.53 $12.7 Million - $17.3 Million
171,719 New
171,719 $13.2 Million

Others Institutions Holding TAN

# of Institutions
251
Shares Held
10.2M
Call Options Held
3.54M
Put Options Held
3.05M
View Full List

About INVESCO ETF TR II SOLAR ETF

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