Global X Fds conscious cos shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Global X Fds conscious cos (KRMA) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Global X Fds conscious cos
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Quarterly reported holdings in Global X Fds conscious cos by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $389k | 9.6k | 40.38 |
| 2025-03-31 | $364k | 9.8k | 37.27 |
| 2024-12-31 | $366k | 9.4k | 39.09 |
| 2024-09-30 | $554k | 14k | 39.14 |
| 2023-09-30 | $473k | 16k | 29.86 |
| 2023-06-30 | $432k | 14k | 31.02 |
| 2023-03-31 | $409k | 14k | 29.49 |
| 2022-12-31 | $376k | 14k | 27.69 |
| 2022-09-30 | $309k | 12k | 25.45 |
| 2022-06-30 | $322k | 12k | 26.68 |
| 2022-03-31 | $614k | 19k | 32.43 |
| 2021-12-31 | $655k | 19k | 34.45 |
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