Congress Wealth Management LLC DOUBLELINE ETF TRUST Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025
Number of Shares
73,312
Previous 45,613 60.73%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
BUY
N/A
27,699 Added 60.73%
73,312 $0
Q1 2025

May 14, 2025
BUY
N/A
30,750 Added 206.89%
45,613 $0
Q4 2024

Feb 11, 2025
BUY
N/A
14,863 New
14,863 $0
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