Congress Wealth Management LLC Angel Oak Fds Tr Income Etf(De Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 2024
A detailed history of Congress Wealth Management LLC transactions in Angel Oak Fds Tr Income Etf(De stock. As of the latest transaction made, Congress Wealth Management LLC holds 753,129 shares of CARY stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
753,129
Previous 728,996
3.31%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding CARY
# of Institutions
29Shares Held
7.51MCall Options Held
0Put Options Held
0-
Advocacy Wealth Management Services, LLC1.87MShares$00.0% of portfolio
-
Arkadios Wealth Advisors1.54MShares$00.0% of portfolio
-
Channel Wealth LLC Santa Barbara, CA689KShares$05.69% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA417KShares$00.0% of portfolio
-
Mbl Wealth, LLC Charlotte, NC408KShares$00.0% of portfolio