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Congress Wealth Management’s Ares Management ARES Stock Holding History

Congress Wealth Management’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$512K Buy
2,956
+155
+6% +$26.9K 0.01% 919
2025
Q1 		$411K Buy
+2,801
New +$411K ﹤0.01% 869