CWM
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Congress Wealth Management’s Entergy ETR Stock Holding History

Congress Wealth Management’s Portfolio ETR Stock Details ETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$308K Buy
3,706
+121
+3% +$10.1K ﹤0.01% 1064
2025
Q1 		$305K Buy
+3,585
New +$305K ﹤0.01% 936