Congress Wealth Management LLC / DE /
Position in FDIF — Fidelity Disruptors ETF
CIK 1904976
BOSTON, MA
All Filings in FDIF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 FDIF | $257,018 | 8,686 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 FDIF | $274,051 | 8,678 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 FDIF | $262,926 | 8,666 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 FDIF | $249,812 | 8,659 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 FDIF | $248,399 | 8,646 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 FDIF | $228,859 | 8,646 | Shares | Defined | 2024-02-09 | |
| 2023-06-30 FDIF | $214,882 | 8,626 | Shares | Defined | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||