A detailed history of Congress Wealth Management LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Congress Wealth Management LLC holds 476,966 shares of FMB stock, worth $24.2 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
476,966
Previous 688,749 30.75%
Holding current value
$24.2 Million
Previous $35.2 Million 29.53%
% of portfolio
0.34%
Previous 0.57%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$51.0 - $52.05 $10.8 Million - $11 Million
-211,783 Reduced 30.75%
476,966 $24.8 Million
Q2 2024

Aug 13, 2024

SELL
$50.47 - $51.43 $216,869 - $220,994
-4,297 Reduced 0.62%
688,749 $35.2 Million
Q1 2024

Apr 18, 2024

BUY
$51.0 - $51.74 $913,716 - $926,973
17,916 Added 2.65%
693,046 $35.6 Million
Q4 2023

Feb 09, 2024

SELL
$48.08 - $51.69 $403,583 - $433,885
-8,394 Reduced 1.23%
675,130 $34.9 Million
Q3 2023

Oct 30, 2023

SELL
$48.81 - $50.98 $246,539 - $257,499
-5,051 Reduced 0.73%
683,524 $33.4 Million
Q2 2023

Jul 13, 2023

SELL
$49.86 - $51.44 $15.8 Million - $16.3 Million
-317,179 Reduced 31.54%
688,575 $34.9 Million
Q1 2023

Apr 14, 2023

BUY
$50.21 - $51.59 $1.18 Million - $1.22 Million
23,565 Added 2.4%
1,005,754 $51.2 Million
Q4 2022

Feb 02, 2023

BUY
$48.2 - $50.76 $23.1 Million - $24.4 Million
479,833 Added 95.52%
982,189 $49.2 Million
Q3 2022

Nov 08, 2022

BUY
$48.72 - $51.97 $95,442 - $101,809
1,959 Added 0.39%
502,356 $24.5 Million
Q2 2022

Aug 11, 2022

SELL
$50.1 - $53.11 $25.6 Million - $27.2 Million
-511,612 Reduced 50.55%
500,397 $25.3 Million
Q1 2022

May 16, 2022

SELL
$52.95 - $56.95 $523,516 - $563,064
-9,887 Reduced 0.97%
1,012,009 $53.7 Million
Q4 2021

Feb 04, 2022

BUY
$56.42 - $57.05 $57.7 Million - $58.3 Million
1,021,896 New
1,021,896 $58.2 Million

Others Institutions Holding FMB

About FIRST TR EXCHANGE-TRADED FD II


  • Ticker FMB
  • Sector ETFs
  • Industry ETFs
More about FMB
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.