CWM
ARTY

Congress Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Congress Wealth Management’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$678K Buy
+16,532
New +$578K 0.01% 823

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LPL Financial
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TWC
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UBS Group
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Osaic Holdings
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Raymond James Financial
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Jones Financial Companies
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