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 |