Congress Wealth Management LLC DOUBLELINE ETF TRUST Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025
Number of Shares
584,493
Previous 551,338 6.01%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2025
BUY
N/A
33,155 Added 6.01%
584,493 $0
Q4 2024

Feb 11, 2025
BUY
N/A
48,980 Added 9.75%
551,338 $0
Q3 2024

Nov 12, 2024
BUY
N/A
7,976 Added 1.61%
502,358 $0
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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