Congress Wealth Management LLC Xp Inc. Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 08, 2022
BUY
$17.01 - $24.66 $322,016 - $466,838
18,931 Added 77.61%
43,322 $824,000
Q2 2022

Aug 11, 2022
SELL
$17.96 - $31.74 $1,311 - $2,317
-73 Reduced 0.3%
24,391 $438,000
Q1 2022

May 16, 2022
BUY
$26.51 - $35.75 $257,093 - $346,703
9,698 Added 65.68%
24,464 $736,000
Q4 2021

Feb 04, 2022
BUY
$27.88 - $42.05 $411,676 - $620,910
14,766 New
14,766 $424,000

Others Institutions Holding XP

# of Institutions
319
Shares Held
303M
Call Options Held
2.61M
Put Options Held
1.82M
View Full List

About XP Inc.

XP Quotes by TradingView
  • Ticker XP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 447,563,008
  • Market Cap $5.45B
  • Description
  • XP Inc. provides financial products and services in Brazil. It offers securities brokerage, private pension plans, commercial, and investment banking products, such as loan operations and transactions in the foreign exchange markets and deposits; product structuring and capital markets services for corporate clients and issuers of fixed income p...
More about XP
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email