Congress Wealth Management LLC Abrdn Etfs Abrdn Bloomberg All Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Abrdn Etfs Abrdn Bloomberg All stock. As of the latest transaction made, Congress Wealth Management LLC holds 75,959 shares of BCD stock, worth $2.49 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
75,959
Previous 76,481 0.68%
Holding current value
$2.49 Million
Previous $2.61 Million 3.52%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$30.93 - $34.56 $16,145 - $18,040
-522 Reduced 0.68%
75,959 $2.52 Million
Q1 2025

May 14, 2025
SELL
$31.25 - $34.24 $76,875 - $84,230
-2,460 Reduced 3.12%
76,481 $2.61 Million
Q4 2024

Feb 11, 2025
BUY
$30.58 - $33.39 $125,775 - $137,333
4,113 Added 5.5%
78,941 $2.47 Million
Q3 2024

Nov 12, 2024
BUY
$30.53 - $33.02 $2.28 Million - $2.47 Million
74,828 New
74,828 $2.45 Million

Others Institutions Holding BCD

# of Institutions
81
Shares Held
4.32M
Call Options Held
0
Put Options Held
0
View Full List

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