Global X Fds shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Global X Fds (PFFV) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Global X Fds
Tip: Access up to 7 years of quarterly data
All positions including Global X Fds held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Global X Fds by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.7M | 162k | 22.80 |
| 2025-03-31 | $1.3M | 54k | 23.66 |
| 2024-12-31 | $376k | 16k | 23.57 |
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