Congress Wealth Management LLC / DE / »

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

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Quarterly 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