Congress Wealth Management LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025
Number of Shares
7,147
Previous 5,169 38.27%
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
1,978 Added 38.27%
7,147 $0
Q1 2025

May 14, 2025
BUY
N/A
1,228 Added 31.16%
5,169 $0
Q4 2024

Feb 11, 2025
BUY
N/A
3,941 New
3,941 $0
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