Congress Wealth Management LLC Apollo Investment Corp Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Apollo Investment Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 76,278 shares of AINV stock, worth $848,211. This represents 0.01% of its overall portfolio holdings.

Number of Shares
76,278
Previous 29,539 158.23%
Holding current value
$848,211
Previous $328,000 158.54%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
46,739 Added 158.23%
76,278 $848,000
Q1 2025

May 14, 2025
BUY
N/A
945 Added 3.3%
29,539 $328,000
Q4 2024

Feb 11, 2025
SELL
N/A
-50,315 Reduced 63.76%
28,594 $317,000
Q3 2024

Nov 12, 2024
BUY
N/A
13,695 Added 21.0%
78,909 $877,000
Q2 2024

Aug 13, 2024
BUY
N/A
65,214 New
65,214 $725,000

Others Institutions Holding AINV

# of Institutions
196
Shares Held
29.8M
Call Options Held
149K
Put Options Held
107K
View Full List

About APOLLO INVESTMENT CORP

AINV Quotes by TradingView
  • Ticker AINV
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Market Cap $893M
More about AINV
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