Congress Wealth Management LLC PROFESIONALLY MANAGED PORTFO Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025
Number of Shares
2,715,409
Previous 2,488,122 9.13%
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
227,287 Added 9.13%
2,715,409 $0
Q1 2025

May 14, 2025
BUY
N/A
252,374 Added 11.29%
2,488,122 $0
Q4 2024

Feb 11, 2025
BUY
N/A
329,125 Added 17.26%
2,235,748 $0
Q3 2024

Nov 12, 2024
BUY
N/A
1,906,623 New
1,906,623 $0
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