Congress Wealth Management LLC MATTHEWS INTL FDS Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025
Number of Shares
108,360
Previous 112,329 3.53%
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
SELL
N/A
-3,969 Reduced 3.53%
108,360 $0
Q1 2025

May 14, 2025
BUY
N/A
2,745 Added 2.5%
112,329 $0
Q4 2024

Feb 11, 2025
BUY
N/A
4,320 Added 4.1%
109,584 $0
Q3 2024

Nov 12, 2024
BUY
N/A
105,264 New
105,264 $0
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email