Congress Wealth Management LLC JANUS DETROIT STR TR Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025
Number of Shares
2,281,029
Previous 1,611,023 41.59%
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
Q2 2025

Aug 13, 2025
BUY
N/A
670,006 Added 41.59%
2,281,029 $0
Q1 2025

May 14, 2025
BUY
N/A
591,217 Added 57.97%
1,611,023 $0
Q4 2024

Feb 11, 2025
BUY
N/A
76,773 Added 8.14%
1,019,806 $0
Q3 2024

Nov 12, 2024
SELL
N/A
-375 Reduced 0.04%
943,033 $0
Q2 2024

Aug 13, 2024
BUY
N/A
180,797 Added 23.71%
943,408 $0
Q1 2024

Apr 18, 2024
BUY
N/A
762,611 New
762,611 $0
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