Congress Wealth Management LLC FIDELITY COVINGTON TRUST Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025
Number of Shares
343,728
Previous 111,290 208.86%
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
232,438 Added 208.86%
343,728 $0
Q1 2025

May 14, 2025
BUY
N/A
98,454 Added 767.01%
111,290 $0
Q4 2024

Feb 11, 2025
BUY
N/A
12,836 New
12,836 $0
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