Congress Wealth Management LLC Pacer Fds Tr Amern Energy Inde Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Pacer Fds Tr Amern Energy Inde stock. As of the latest transaction made, Congress Wealth Management LLC holds 20,810 shares of USAI stock, worth $797,855. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,810
Previous 18,610 11.82%
Holding current value
$797,855
Previous $765,000 10.72%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2025
BUY
$35.4 - $41.9 $77,880 - $92,180
2,200 Added 11.82%
20,810 $847,000
Q1 2025

May 14, 2025
BUY
$38.5 - $43.78 $716,485 - $814,745
18,610 New
18,610 $765,000

Others Institutions Holding USAI

# of Institutions
52
Shares Held
1.26M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR AMERN ENERGY INDE

USAI Quotes by TradingView
  • Ticker USAI
  • Sector ETFs
  • Industry ETFs
More about USAI
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