Congress Wealth Management LLC / DE / »

Alps Etf Tr shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Alps Etf Tr (OUSM) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Alps Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Alps Etf Tr held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Alps Etf Tr by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $318k 7.4k 43.21
2025-03-31 $310k 7.4k 42.02