Congress Wealth Management LLC Angel Oak Fds Tr Ultrashort In Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Angel Oak Fds Tr Ultrashort In stock. As of the latest transaction made, Congress Wealth Management LLC holds 439,652 shares of UYLD stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
439,652
Previous 398,294 10.38%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
BUY
N/A
41,358 Added 10.38%
439,652 $0
Q1 2025

May 14, 2025
BUY
N/A
29,909 Added 8.12%
398,294 $0
Q4 2024

Feb 11, 2025
BUY
N/A
111,095 Added 43.18%
368,385 $0
Q3 2024

Nov 12, 2024
BUY
N/A
25,531 Added 11.02%
257,290 $0
Q2 2024

Aug 13, 2024
BUY
N/A
144,053 Added 164.25%
231,759 $0
Q1 2024

Apr 18, 2024
BUY
N/A
27,400 Added 45.43%
87,706 $0
Q4 2023

Feb 09, 2024
BUY
N/A
14,079 Added 30.46%
60,306 $0
Q3 2023

Oct 30, 2023
BUY
N/A
9,172 Added 24.75%
46,227 $0
Q2 2023

Jul 13, 2023
BUY
N/A
23,498 Added 173.33%
37,055 $0
Q1 2023

Apr 14, 2023
BUY
N/A
4,087 Added 43.16%
13,557 $0
Q4 2022

Feb 02, 2023
BUY
N/A
9,470 New
9,470 $0

Others Institutions Holding UYLD

# of Institutions
80
Shares Held
19.5M
Call Options Held
0
Put Options Held
0
View Full List

About ANGEL OAK FDS TR ULTRASHORT IN

UYLD Quotes by TradingView
  • Ticker UYLD
More about UYLD
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