Congress Wealth Management LLC Global X Fds Adaptive U S Fact Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Global X Fds Adaptive U S Fact stock. As of the latest transaction made, Congress Wealth Management LLC holds 6,070 shares of AUSF stock, worth $274,910. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,070Holding current value
$274,910% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding AUSF
# of Institutions
88Shares Held
13MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.63MShares$210 Million0.35% of portfolio
-
Waddell & Associates, LLC1.54MShares$69.8 Million6.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC950KShares$43 Million0.01% of portfolio
-
Bogart Wealth, LLC928KShares$42 Million1.76% of portfolio
-
Commonwealth Equity Services, LLC672KShares$30.4 Million0.04% of portfolio