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Congress Wealth Management’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Congress Wealth Management’s Portfolio AADR Stock Details AADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$349K Buy
+4,421
New +$334K ﹤0.01% 1020

Other funds holding AADR

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LPL Financial
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Raymond James Financial
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IWC
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Envestnet Asset Management
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Truist Financial
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PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return