Congress Wealth Management LLC MATTHEWS INTL FDS Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025
Number of Shares
56,370
Previous 56,356 0.02%
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
Q2 2025

Aug 13, 2025
BUY
N/A
14 Added 0.02%
56,370 $0
Q1 2025

May 14, 2025
BUY
N/A
169 Added 0.3%
56,356 $0
Q4 2024

Feb 11, 2025
SELL
N/A
-1,429 Reduced 2.48%
56,187 $0
Q3 2024

Nov 12, 2024
BUY
N/A
57,616 New
57,616 $0
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