Congress Wealth Management LLC DOUBLELINE ETF TRUST Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024
Number of Shares
502,358
Previous 494,382 1.61%
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
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
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email