Congress Wealth Management LLC Invesco S&P 500 Equal Weight T Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Invesco S&P 500 Equal Weight T stock. As of the latest transaction made, Congress Wealth Management LLC holds 9,508 shares of RYT stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,508

Previous 9,508 -0.0%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	N/A	-202 Reduced 2.08%	9,508 $0
Q4 2024 Feb 11, 2025	BUY	N/A	3,280 Added 51.01%	9,710 $0
Q2 2024 Aug 13, 2024	BUY	N/A	380 Added 6.28%	6,430 $0
Q1 2024 Apr 18, 2024	SELL	$0.0 - $32.98 $0 - $108,174	-3,280 Reduced 35.16%	6,050 $0
Q4 2023 Feb 09, 2024	BUY	$26.28 - $32.83 $245,192 - $306,303	9,330 New	9,330 $304,000

Q1 2023 Apr 14, 2023	BUY	$241.12 - $279.68 $177,223 - $205,564	735 New	735 $202,000
Q3 2022 Nov 08, 2022	BUY	$232.2 - $282.75 $12,306 - $14,985	53 Added 5.74%	977 $221,000
Q2 2022 Aug 11, 2022	BUY	$229.64 - $292.39 $24,341 - $30,993	106 Added 12.96%	924 $218,000
Q1 2022 May 16, 2022	BUY	$262.98 - $325.7 $215,117 - $266,422	818 New	818 $236,000

Others Institutions Holding RYT

# of Institutions

411

Shares Held

45.5M

Call Options Held

Put Options Held

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About INVESCO S&P 500 EQUAL WEIGHT T

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Congress Wealth Management LLC Invesco S&P 500 Equal Weight T Transaction History