Number of Shares
15,985
Previous 16,147 1.0%
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 2024

Aug 13, 2024

SELL
N/A
-162 Reduced 1.0%
15,985 $0
Q1 2024

Apr 18, 2024

SELL
N/A
-3,228 Reduced 16.66%
16,147 $0
Q4 2023

Feb 09, 2024

BUY
N/A
10,414 Added 116.21%
19,375 $0
Q3 2023

Oct 30, 2023

BUY
N/A
8,961 New
8,961 $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.