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 |
|---|---|---|---|---|---|---|---|---|---|
| TORONTO DOMINION BK ONT | COM NEW | 1201 | $305,038 | 5,052 | 0.00 | 0.00 | -1,584 | -23.87 | 03-31-2024 |
| AXON ENTERPRISE INC | COM | 1202 | $304,393 | 972 | 0.00 | 972 | +Inf | 03-31-2024 | |
| KINDER MORGAN INC DEL | COM | 1203 | $302,970 | 16,519 | 0.00 | 16,519 | +Inf | 03-31-2024 | |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -160 | -11.36 | 03-31-2024 |
