CWM
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Congress Wealth Management’s Arm ARM Stock Holding History

Congress Wealth Management’s Portfolio ARM Stock Details ARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$323K Sell
1,997
-359
-15% -$58.1K ﹤0.01% 1045
2025
Q1 		$255K Buy
+2,356
New +$255K ﹤0.01% 976