Congress Wealth Management LLC BROOKFIELD CORP Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025
Number of Shares
16,764
Previous 16,318 2.73%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2025
BUY
N/A
446 Added 2.73%
16,764 $0
Q4 2024

Feb 11, 2025
SELL
N/A
-5,400 Reduced 24.86%
16,318 $0
Q3 2024

Nov 12, 2024
BUY
N/A
16,318 Added 302.19%
21,718 $0
Q2 2024

Aug 13, 2024
BUY
N/A
5,400 New
5,400 $0
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