Congress Wealth Management LLC CAPITAL GRP FIXED INCM ETF T Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025
Number of Shares
70,156
Previous 66,440 5.59%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
BUY
N/A
3,716 Added 5.59%
70,156 $0
Q1 2025

May 14, 2025
BUY
N/A
66,440 New
66,440 $0
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