Congress Wealth Management LLC / De /
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 1,064
- Total Value
- 8341187219
- Accession Number
- 0001951757-25-000560
- Form Type
- 13F-HR
- CIK
- 0001904976
- Manager Name
- Congress Wealth Management LLC / De /
Data Enrichment
72% identified762 identified302 unidentified
Holdings
1,064 positions
Manager:
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Page 54 of 54
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip46138E784)✕ | 20.8K | QoQ -2.28% (-487)YoY NEW(+20.8K) | All Managers (Combined) | $18.6K | YoY NEW(+$18.6K) |
| 22.0K | QoQ NEW(+22.0K) YoY NEW(+22.0K) | All Managers (Combined) | $17.4K | QoQ NEW(+$17.4K) YoY NEW(+$17.4K) | |
| 27.3K | QoQ NEW(+27.3K) YoY NEW(+27.3K) | All Managers (Combined) | $12.1K | QoQ NEW(+$12.1K) YoY NEW(+$12.1K) | |
| 15.0K | QoQ NEW(+15.0K) YoY NEW(+15.0K) | All Managers (Combined) | $9.2K | QoQ NEW(+$9.2K) YoY NEW(+$9.2K) |