CONGRESS WEALTH MANAGEMENT LLC / DE / Raymond James Financial, Inc. Transaction History

CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:

$13.23M
portfolio value

CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:

+10.52%
quarter

Raymond James Financial, Inc. 13F transactions

Quarter Transaction type Change Relative change Absolute change Change value Avg. price Shares
Q3 2022 share Increase +0.48% 639 shares 1.31M $98.82 133.87K
Q2 2022 share Decrease -1.75% -2.36K shares -2.99M $89.41 133.24K
Q1 2022 share Increase +0.92% 1.23K shares 1.41M $109.91 135.60K
Q4 2021 share Increase 0.00% 134.37K shares 13.49M $101.02 134.37K