Congress Wealth Management LLC FIDELITY COVINGTON TRUST Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025
Number of Shares
8,686
Previous 8,678 0.09%
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
8 Added 0.09%
8,686 $0
Q4 2024

Feb 11, 2025
BUY
N/A
12 Added 0.14%
8,678 $0
Q3 2024

Nov 12, 2024
BUY
N/A
7 Added 0.08%
8,666 $0
Q2 2024

Aug 13, 2024
BUY
N/A
13 Added 0.15%
8,659 $0
Q4 2023

Feb 09, 2024
BUY
N/A
8,646 New
8,646 $0
Q2 2023

Jul 13, 2023
BUY
N/A
8,626 New
8,626 $0
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