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IsoRay shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of IsoRay (CATX) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in IsoRay

Tip: Access up to 7 years of quarterly data

All positions including IsoRay 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 IsoRay by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-03-31 $18k 15k 1.19
2023-12-31 $6.0k 15k 0.40
2023-09-30 $4.1k 15k 0.27
2023-06-30 $10k 15k 0.67

More positions owned by Congress Wealth Management LLC / DE /

Goldman Sachs (GS)
Select Sector Spdr Tr Technology (XLK)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Communication (XLC)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Energy (XLE)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding IsoRay

Vanguard Group
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Portland Investment Counsel
Creative Planning
Wealth Effects
Charles Schwab Investment Management
Mariner Wealth Advisors
Bank of New York Mellon
Commonwealth Equity Services
ADAR1 Capital Management

View all funds holding IsoRay