inv grd crp bd shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of inv grd crp bd (CORP) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in inv grd crp bd
Tip: Access up to 7 years of quarterly data
All positions including inv grd crp bd held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in inv grd crp bd by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $205k | 2.3k | 91.12 |
| 2023-06-30 | $618k | 6.5k | 94.85 |
| 2023-03-31 | $676k | 7.0k | 96.20 |
| 2022-12-31 | $762k | 8.2k | 93.00 |
| 2022-09-30 | $533k | 5.8k | 91.30 |
| 2022-06-30 | $605k | 6.3k | 96.25 |
| 2022-03-31 | $669k | 6.4k | 104.14 |
| 2021-12-31 | $705k | 6.2k | 112.82 |
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