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Listed Fd Tr shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Listed Fd Tr (NVIR) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Listed Fd Tr

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All positions including Listed Fd Tr 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 Listed Fd Tr by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $273k 9.0k 30.45
2025-03-31 $307k 10k 30.48

More positions owned by Congress Wealth Management LLC / DE /

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
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Select Sector Spdr Tr Communication (XLC)
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American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Listed Fd Tr

Congress Wealth Management LLC / DE /
Horizon Kinetics Asset Management
Advisor Group Holdings
Cape Investment Advisory
Bank Of Montreal

View all funds holding Listed Fd Tr