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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

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Quarterly 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