Congress Wealth Management LLC New Holdings in Q3 2024

Congress Wealth Management LLC

Stock	Shares change	Price Range	Shares Held
NUBD Nuveen Esg U.S. Aggregate Bond ETFs	8.82K New	$21.61 - $22.87 $191K - $202K	8.82K $200K
CHTR Charter Communications, Inc. Communication Services	618 New	$290.56 - $383.07 $180K - $237K	618 $200K
DFIV Dimensional ETF Tr ETFs	5.26K New	$34.66 - $38.38 $182K - $202K	5.26K $200K
HLMN Hillman Solutions Corp. Industrials	18.6K New	$8.66 - $10.66 $161K - $198K	18.6K $196K
FBHS Fortune Brands Home & Security, Inc. Industrials	3.02K New	N/A	3.02K $195K
ROLL Rbc Bearings Inc Industrials	759 New	N/A	759 $186K
PNNT Pennantpark Investment Corp Financial Services	22K New	$6.62 - $7.89 $145K - $173K	22K $153K
PSNY Polestar Automotive Holding Uk PLC Consumer Cyclical	26.4K New	$0.63 - $1.83 $16.6K - $48.4K	26.4K $45K
AMBP Ardagh Metal Packaging S.A. Consumer Cyclical	10.1K New	$3.21 - $3.8 $32.4K - $38.4K	10.1K $38K
Ge Healthcare Technologies I	2.66K New	N/A	2.66K $0
Te Connectivity PLC	125K New	N/A	125K $0
Blackrock ETF Trust Ii	7.85K New	N/A	7.85K $0
Matthews Intl Fds	57.6K New	N/A	57.6K $0
Six Flags Entertainment Corp	53.5K New	N/A	53.5K $0
Rb Global Inc	3.83K New	N/A	3.83K $0
Territorial Bancorp Inc	20K New	N/A	20K $0
Corpay Inc	1.22K New	N/A	1.22K $0
Matthews Intl Fds	105K New	N/A	105K $0
Profesionally Managed Portfo	1.91M New	N/A	1.91M $0
Natwest Group PLC	28.9K New	N/A	28.9K $0
Matthews Intl Fds	1.1M New	N/A	1.1M $0

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

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