Congress Wealth Management LLC DOUBLELINE ETF TRUST Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024
Number of Shares
494,382
Previous 483,664 2.22%
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 2024

Aug 13, 2024
BUY
N/A
10,718 Added 2.22%
494,382 $0
Q1 2024

Apr 18, 2024
BUY
N/A
58,995 Added 13.89%
483,664 $0
Q4 2023

Feb 09, 2024
BUY
N/A
424,669 New
424,669 $0
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