CWM
CISO

Congress Wealth Management’s CISO Global CISO Stock Holding History

Congress Wealth Management’s Portfolio CISO Stock Details CISO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$31.4K Hold
27,334
– – ﹤0.01% 1174
2025
Q1 		$12.1K Buy
+27,334
New +$12.1K ﹤0.01% 1063