CWM
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Congress Wealth Management’s AES AES Stock Holding History

Congress Wealth Management’s Portfolio AES Stock Details AES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$318K Buy
30,245
+288
+1% +$3.03K ﹤0.01% 1050
2025
Q1 		$373K Buy
+29,957
New +$373K ﹤0.01% 896