Congress Wealth Management LLC / DE /
Position in SNPE — Xtrackers S&P 500 Scored & Screened ETF
CIK 1904976
BOSTON, MA
All Filings in SNPE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 SNPE | $220,204 | 3,982 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 SNPE | $200,812 | 3,982 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 SNPE | $246,586 | 4,629 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 SNPE | $209,373 | 3,982 | Shares | Sole | 2024-11-12 | |
| 2022-03-31 SNPE | $687,759 | 16,791 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 SNPE | $668,325 | 15,670 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||