CWM
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Congress Wealth Management’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

Congress Wealth Management’s Portfolio QDF Stock Details QDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$228K Hold
3,120
– – ﹤0.01% 1120
2025
Q1 		$213K Buy
+3,120
New +$213K ﹤0.01% 1024