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Congress Wealth Management’s MSCI MSCI Stock Holding History

Congress Wealth Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.21M Buy
10,772
+211
+2% +$122K 0.06% 342
2025
Q1 		$5.97M Buy
+10,561
New +$5.97M 0.07% 299