Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / CONGRESS INTERME
-
Total 13F shares
-
6,258,087
-
Share change
-
+4,101,889
-
Total reported value
-
$152,948,778
-
Price per share
-
$24.44
-
Number of holders
-
19
-
Value change
-
+$100,250,361
-
Number of buys
-
16
-
Number of sells
-
2
Institutional Holders of PROFESIONALLY MANAGED PORTFO - CONGRESS INTERME (CAFX) as of Q4 2024
As of 31 Dec 2024,
PROFESIONALLY MANAGED PORTFO - CONGRESS INTERME (CAFX) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,258,087 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, Congress Wealth Management LLC / DE /, Envestnet Portfolio Solutions, Inc., MML INVESTORS SERVICES, LLC, Hilltop Holdings Inc., TRUIST FINANCIAL CORP, Transamerica Financial Advisors, Inc., OneDigital Investment Advisors LLC, PRINCIPAL SECURITIES, INC., and Kestra Advisory Services, LLC.
This page lists
19
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.