Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONGRESS WEALTH MANAGEMENT LLC / DE / | 04-18-2024 | 03-31-2024 | 577 | 5,790,255,796 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 1001 | $539,477 | 21,364 | 0.00 | 0.00 | -5,493 | -20.45 | 03-31-2024 |
| ISHARES TR | 7-10 YR TRSY BD | Liquidated | $0 | 0 | 0.00 | 0.00 | -5 | -0.09 | 03-31-2024 |
| KEURIG DR PEPPER INC | COM | 1003 | $535,754 | 17,467 | 0.00 | 17,467 | +Inf | 03-31-2024 | |
| DELL TECHNOLOGIES INC | CL C | 1004 | $526,388 | 4,613 | 0.00 | 4,613 | +Inf | 03-31-2024 |
