Congress Wealth Management LLC NATWEST GROUP PLC Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025
Number of Shares
32,038
Previous 30,358 5.53%
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
BUY
N/A
1,680 Added 5.53%
32,038 $0
Q1 2025

May 14, 2025
SELL
N/A
-1,165 Reduced 3.7%
30,358 $0
Q4 2024

Feb 11, 2025
BUY
N/A
2,598 Added 8.98%
31,523 $0
Q3 2024

Nov 12, 2024
BUY
N/A
28,925 New
28,925 $0
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