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Matthews Intl Fds shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Matthews Intl Fds (ADVE) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Matthews Intl Fds

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All positions including Matthews Intl Fds held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Matthews Intl Fds by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.0M 56k 35.84
2025-03-31 $1.8M 56k 32.43
2024-12-31 $1.8M 56k 32.02
2024-09-30 $2.1M 58k 36.26

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Top funds holding Matthews Intl Fds

Congress Wealth Management LLC / DE /
Advisor Group Holdings
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Geneos Wealth Management
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View all funds holding Matthews Intl Fds